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: Richard Richardson who wrote (17352)	3/8/1998 6:22:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Rich, Over the next 2-5 years timeframe, yes AMAT should be an excellent co. to hold. However, because this sector is cyclical, IMO one should at the very least think of selling near the top of the cycle. This is the kicker: how does one gauge the top of the cycle? There are numerous theories, from a defined time from peak to peak, an eps increase of ~2.5X from peak to peak etc. etc etc. It is a tough call to make, but one which could prove very profitable. The DD's are another recent example. Several years of gains wiped out in a matter of months. The stocks in these sectors, I am beginning to learn, are not necessarily "shoebox" stocks. AMAT be one of the exceptions, since they do not fall as hard during hard times. regards, Brian