SI
SI
discoversearch

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: Yiota who wrote (14807)1/18/1998 6:06:00 PM
From: Big Bucks  Read Replies (1) | Respond to of 70976
 
Giota,

1st, Welcome to the AMAT thread, glad to have you aboard.

I will provide you with a chart link from dailystocks.com
to show you the last 5 years performance of AMAT.

chart4.bigcharts.com

If you are not familiar with Semi-manufacturing stocks they are not
for the faint of heart since they tend to be very volatile, and are
prone to very dramatic price swings, depending on the semi industry
economic/business cycles. Do a little background research on the
company, its competitors and the semi-chip industry. Be aware of
what you are getting into and don't put all your eggs in 1 basket.

AMAT is, and has been, a long term play for many investors. Short
term investors have and will continue to make money with the stock,
but caution and dilligence are a must for this type of short term
trading. This year appears to have some "built in" volatility caused
by the Asian monetary/market crisis and the stock may respond to
other external influences in spite of great management, great
products, largest semi-equip manufacturer, $1.7 Billion backlog, etc.

Disclaimer:
I have a VERY LARGE stake in AMAT and will continue to buy at what
I consider bargain prices at $27 and below and will take some profits
on gains of 25+ % price points if it seems prudent.

My advice, research as I recommended above, and invest with clear
goals and a plan in place to cover any "contingencies" that may arise.

Good Investing,

BB



To: Yiota who wrote (14807)1/18/1998 7:35:00 PM
From: H James Morris  Respond to of 70976
 
His recommendation to sit on the sidelines probably makes sense. Mainly, because of whats happening in Asia has more downside potential than up. I don't think a break out will occur until the crisis settles down, but one negative going forward statement from Morgan, will send shivers thru this Sector.
Oh, what is the index symbol for the Eqp-mfg's?
TaffyII