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   PoliticsFormerly About Applied Materials


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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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To: Pink Minion who wrote ()5/5/2004 5:01:24 PM
From: Fred Levine
   of 70976
 
As one who took the position that people who commit crimes against humanity should be punished, I wanted the UN to get Saddam. Given france and Germany's refusal, I was glad that Bush went in and got the person who committed genocide--Saddam. I await his trial. However, I did believe that Saddam held weapons of mass destruction. Bush misled me. Yet, Saddam himself was a weapon of mass destruction.

If that qualifies me as a Hitlerite in your eyes, so be it...

However,I am startled by the ineptitude of Bush and his regime. They ignored our State Dept.'s warnings against looting, and they did not have enough troops to even guard the ammunition dumps--as the State Dept. predicted. They constantly flip-flop over whether to use Baathists to achieve security, and they demonized General Clarke when he said that there weren't enough troops to maintain security.

Worst of all, Bush's rational that Iraq posed threat to the US was nonsense. They have inspired al Quida thruout the Muslim world. Troops that should have secured Afghanistan were deployed in Iraq. Tragically, Bush didn't understand that the war was between moderate Muslims and extremists, and he gave moral ammunition to the extremists by our occupation.

However, I remain startled at the people who failed to protest the failure of the UN to prosecute criminals who commit crimes against humanity. That was what allowed Hitler to press the holocaust, and would encourage future Hitlers.

I am offended that you just hurl labels like, "Hitler-ites" so unanalytically.

fred

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To: Fred Levine who wrote (70961)5/5/2004 5:49:47 PM
From: Pink Minion
   of 70976
 
Sorry, It's called thinking like an Relational Database.

What's the Role Model? Master/Slave Race?

Who's "acting" like "Who"?

It's "serious" biz learning How to Act.

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To: Pink Minion who wrote ()5/6/2004 5:47:26 AM
From: SI Dave
2 Recommendations   of 70976
 
Here we have another fine example of what happens when politics are allowed to go unchecked on an investment thread. Since a well-established alternative exists, this one gets renamed and retired to the Politics Forum.

As far as your post goes, it's a TOU violation, politics forum or not.

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To: SI Dave who wrote (70963)5/6/2004 5:00:21 PM
From: marginmike
   of 70976
 
thanks dad, can I drive the buik tonight?-g-

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To: Fred Levine who wrote (70961)5/11/2004 2:06:50 AM
From: Pink Minion
   of 70976
 
I hope I didn't "Hurt" your fa-eelings Fraed.

You "Know Thyself". Don't YOU?

hey, my Brother "Margin" Mike made a "Fanny" LogHorn Funny?

Don't you GET IT?
Are you NOT Gettin ANY, Yet?

Dad, "Are you Dumb enough to let "my Friends" get drunk in your Buick, tonight?"

Take some Viagra, Son, sun. Try to follow along, ok, Fred?

Who was HOTTER? Wilma or Betty Rubel?

Aren't we still in the Stone Age, Fred? Aren't those tazmanny Devils still living in CAVES?

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To: marginmike who wrote (70964)5/13/2004 2:58:44 PM
From: Pink Minion
   of 70976
 
Geeze, I finally get this "thread" moved to:

"Politics/Government, etc: Formerly About Applied Materials"

And this is the thanks I get?

It was a JOKE, sun/son. Get It?

I was joking
I was joking
I was joking

"Dad, it wuzn't me who threw up in the back seat of your brand new Buick."

It wuzn't my fault, Dad.
It wuzn't my fault, Dad.
It wuzn't my fault, Dad.

I have a "DOG ATE THE HOMEWORK" excuse, Dad. It wuz BUTTHEAD.

...snicker
...snicker
...snicker

plaeeze, thread, don't DIE.
plaeeze, thread, don't DIE.
plaeeze, thread, don't DIE.

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To: Fred Levine who wrote (70961)5/14/2004 12:39:22 PM
From: Pink Minion
   of 70976
 
>> As one who took the position that people who commit crimes against humanity should be punished

Very Noble, BUT

How do you think Iraqi kids are going to grow up?
How does that brain work?
Do you think Iraqi kids are gonna just "luv" America?
There gonna want to just LOVE America, huh, BushBrain?

I don't thank it's called LOVE, brainhead.

Think, before you act Mr. Seven Year OLD KID

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To: Pink Minion who wrote (70967)8/9/2004 12:25:04 PM
From: Fred Levine
   of 70976
 
I've read some of the 9/11 report. After Bush was given the Aug 6 imminent attack warning, which he referred to as, "a historical document", there is no evidence that any action whatsoever was taken to protect the country domestically.

I am curious about his reasoning-- perhaps someone could post Bush's side.

fred

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