From the fall of 2012 until very recently, my bullish call on Applied Materials (Nasdaq:AMAT)
finally started to pay. Shares rose nearly 50% in six months as
investors finally started to believe that NAND capex spending was going
to improve and that the flat panel business had likely bottomed, not to
mention some confidence that the company would see better results with
different leadership. Although these shares are not overpriced on a free cash flow
basis, investors who want to stay exposed to semiconductor equipment
may want to think about switching over to the stocks of companies with
better individual growth stories.
Please follow this link for more:
http://www.investopedia.com/stock-analysis/051713/should-investors-hang-around-more-applied-materials-amat-klac-asml-utek.aspx
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