These are the reasons why I feel this stock is undervalued: Reason 1: what Barron's said about AMAT http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687809&tid=amat&sid=4687809&mid=254168 Reason 2: $2.50 - $3.00 gain per share per up-curve http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687809&tid=amat&sid=4687809&mid=254164 Reason 3: On the current issue of Fortune Magazine, AMAT is rated as the second most admired semiconductor company in 2006 http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687809&tid=amat&sid=4687809&mid=254167 Reason 4: AMAT could hit $30 this year http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687809&tid=amat&sid=4687809&mid=254165 Reason 5: There are lots of catalysts to push AMAT upward next week http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687809&tid=amat&sid=4687809&mid=254162 http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687809&tid=amat&sid=4687809&mid=254163 http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687809&tid=amat&sid=4687809&mid=254161 Reason 6: Morgan Stanley Semiconductor Conference next Tuesday http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687809&tid=amat&sid =4687809&mid=254087 Reason 7: AMAT's CEO upbeat http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687809&tid=amat&sid =4687809&mid=254078 Reason 8: Chip equipment makers' rising orders are seen: http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687809&tid=amat&sid =4687809&mid=254043 http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687809&tid=amat&sid =4687809&mid=254044 Reason 9: Tech stocks inexpensive http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687809&tid=amat&sid=4687809&mid=254034 Reason 10: Stocks do better in month of March: http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687809&tid=amat&sid =4687809&mid=253953 Reason 11: Companies like SanDisk are buying equipments: http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687809&tid=amat&sid =4687809&mid=253999 http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687809&tid=amat&sid=4687809&mid=253999
Reason 6: Morgan Stanley Semiconductor Conference next Tuesday http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687809&tid=amat&sid=4687809&mid=254087 Reason 7: AMAT's CEO upbeat http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687809&tid=amat&sid=4687809&mid=254078 Reason 8: Chip equipment makers' rising orders are seen: http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687809&tid=amat&sid=4687809&mid=254043 http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687809&tid=amat&sid=4687809&mid=254044 Reason 9: Tech stocks inexpensive http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687809&tid=amat&sid=4687809&mid=254034 Reason 10: Stocks do better in month of March: http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687809&tid=amat&sid=4687809&mid=253953 Reason 11: Companies like SanDisk are buying equipments: http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687809&tid=amat&sid=4687809&mid=253999
http://money.excite.com/jsp/nw/nwdt_ge.jsp?news_id=brs-085331kdubord&feed=brs&date=20060303 EXCERPTS: The semi equipment companies are in the midst of an cycle upturn Demand for consumer ICs, NAND flash, and DRAM, particularly out of Asia, is driving growth. We continue to recommend investors have exposure to the semi equipment industry, favoring Applied Materials (AMAT), which are capitalizing on the cyclical upturn, not to mention semi equipment sector is a classic late-cycle industry. ============================================= Semi equipment companies, like AMAT, are in the midst of an upturn cycle. AMAT is undervalued. ============================================= Disclaimer: The above is simply a reflection of my stock sentiments. My stock picks are provided as my personal opinions. I'm not a stock broker, investment advisor, or securities dealer. The above information has not been verified to be correct. It may have been done in hindsight and in a theoretical scenario. My posts and sentiments are just my opinions and are not intended to be trading advices. I'm just sharing my viewpoints on this stock. Do your own research before investing. You should consult a qualified financial advisor or stock broker before making any decisions to invest.