Applied Materials (AMAT)

R

Richard Tyler

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.
 
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