Thursday, July 21, 2005

07/21/2005 - AMAT and the others - where is the $$$?


7/21/2005 - AMAT

Every now and then I sit back and think about the days when one could make a killing in the semiconductor equipment sector. You would buy when earnings sucked and held until things just could get any better and your aunt was talking about how she just bought 75 shares of Applied Materials. Ah to be young again.

Well, I know I am not the only investor to feel this way. However, are the semi cap equip cos coming back to life or is this just another head fake? Too early to tell but I don't want to miss the ride. Wake me if I happen to fall asleep!

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