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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (23483)	9/12/2008 3:32:54 PM
From: Berk	Read Replies (2) \| Respond to of 25522

Why the 30 range top on AMAT Jacob? The price hasn't been that high for 8 years. I also would pick KLIC over AMAT. I watch insider sales closely and the AMAT insiders have sold all the way down (21 to 18 most recently) whereas at KLIC they haven't sold since 9/10.

To: Jacob Snyder who wrote (23483)	9/12/2008 6:24:50 PM
From: Return to Sender	Respond to of 25522

AMAT will give you more safety but less chance for gain than a higher beta stock like KLIC. That's why a correctly timed option play would likely work to leverage gains on AMAT. That said I understand the frustration that is associated with not timing an investment opportunity correctly. I'd like to invite this discussion over to the Wennerstrom thread since it's likely to range towards a wider range of stocks than just AMAT. I have some ideas on how to base some expectations for when to buy and when to sell that are not simply based on price targets but I would enjoy the input from everyone else. More tomorrow. RtS