ChickenLips

What to Buy and Why: Barron's 2009 Roundtable, Part II

AMAT might be a silly pick if as far as traditional microprocessor manufacturing is concerned (Intel's earnings dropped like a rock). But let's consider the future. The new administration might pass some serious legislation benefitting solar cell manufacturing here in the US. AMAT would be the obvious pick since a majority of manufacturers would be purchasing AMAT equipment/service contracts. Buying AMAT in the Q1 trough might not be a bad idea for a LONG term investment.