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 Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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To: Cary Salsberg who wrote (24413)8/4/2010 11:22:58 AM
From: Kirk ©Read Replies (1) of 25271
 
Good points. It is interesting that Pfizer felt comfortable enough with their plans for dealing with Lipitor coming off patent in 2011 that they gave guidance for 2012. CEOs in this sector can't seem to predict much past 2010.

BTW, failing at solar (or any major investment of shareholder equity) does not sit well with investors so it could take success elsewhere to regain the trust and multiple. Given AMAT was over valued relative to the industry, it took some pretty good punishment while the PE came down.
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