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   PoliticsFormerly About Applied Materials


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To: Lazarus_Long who wrote (70940)11/6/2003 8:37:05 PM
From: Solon
   of 70976
 
I'm talking a while back. Now I get dozens of channels.

When we had one channel there were many good shows. With one hundred channels there are about the same...

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To: Solon who wrote (70951)11/6/2003 8:58:20 PM
From: Lazarus_Long
   of 70976
 
LOL!!! AInt't that the truth!

"500 channels and nothing to watch."

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To: Solon who wrote (70950)11/6/2003 9:05:58 PM
From: Lazarus_Long
   of 70976
 
Will they? Does Allah approve of this?

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To: Lazarus_Long who wrote (70953)11/6/2003 9:21:42 PM
From: Solon
   of 70976
 
Apparently the Gods approve of whatever the people approve of--exterminate the men, women, and children to the last breath and take home the cute girls for whatever. Praise be to God--everyone of Him.

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To: Solon who wrote (70954)11/6/2003 9:25:29 PM
From: Lazarus_Long
   of 70976
 
Funniest thing, that. Is it strange that the Gods want what we want?

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To: Lazarus_Long who wrote (70955)11/6/2003 9:32:18 PM
From: Solon
   of 70976
 
Yes. You can check every sect or tribe from here to Timmy-Boo, and you will find that the Gods always want what we want. It just shows how moronic they are...

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To: Solon who wrote (70956)11/8/2003 10:43:00 PM
From: average joe
   of 70976
 
I guess the only way to fight it is with equally hard and strong belief systems, attuned the right way of course...

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From: Math Junkie11/12/2003 4:14:39 PM
   of 70976
 
CNBC says AMAT posted earnings of $0.06 vs. expectations of $0.05.

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To: Solon who wrote (70956)11/15/2003 8:57:46 PM
From: Lazarus_Long
   of 70976
 
It just shows how moronic they are...
Perhaps sensitive to our needs? :-)

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From: tktrimbath12/31/2003 6:06:10 PM
   of 70976
 
my informal semi-annual synopsis of AMAT

INTRODUCTION
My semi-annual stock synopses are a task I give myself every six months where I review for myself our stocks. This is not a proclamation of truth but a chance for me to record my thoughts, pass them along, and learn from others who might know more than me. I hope you find these words useful. Note that I strongly believe that for a short while, a stock and the company can have two completely different stories and understanding that difference is where an individual investor can find an advantage.

AMAT
Market Cap $37B
We've held AMAT as an investment for many years and the only reason I would change that is because it has become our largest holding. The company impressed me with their actions during the downturn. I think they took the time to better position themselves for this next series of cycles. I am glad to hear about their work for flat screen TVs, though I use that more as a measure of their willingness to look to other markets, not as a massive percentage of current revenue. The biggest threat I see is nanotech which can change the entire industry. I know no reason why they can't handle that well too. Their price to sales looks a bit high. Their debt to equity looks good. Based on the stock and company I will continue to HOLD, but personally we might SELL to rebalance our portfolio.

DISCLAIMER
My wife and I are LTBH (Long Term Buy and Hold) with a strong emphasis on the H. Our total churn for 2003 was to buy two or three stocks back in March and haven’t sold anything for over a year. I am NOT a professional investor or an expert in any of the topics I discussed, but that is the nature of most individual investors. I undoubtedly overlooked something great about each company and also missed some warning signal. I invest with the knowledge that no company is perfect and realize that risk and chance determine future performance as much as in-depth analysis. Of course, it has worked so far. I have been investing for over two decades and continue to learn how much I don’t know.

Good luck to all.

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