Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Steve Robinett who wrote (13767)	12/22/1997 12:33:00 PM
From: John Chen	Read Replies (1) \| Respond to of 70976

Steve,Gambler2, AMAT is a super value stock now. Something one can buy and hold with the comfort that it will go up (even though it may go down first). Kind of 'core holding', I guess. Since the Market has lost 'momentum', so don't expect AMAT is doing that much. It may be a great trading stock for 1~2 quarters. Since AMAT is the industry leader and has products needed by the industry. Sooner or later, the market has to credit that values to AMAT (the products). Semiconductor is FOOD and/or candy NOW. One can be on diet for a short time, then they come back in vengence and want much more. While 'this time is different' is a dangerous thing to say, I believe the 'semicondutor industry' is different from earlier years due to its 'growth' into our everyday life.