Applied Materials, Inc. (AMAT)

tahoegeorge (66.85) Submitted: 2/10/07 12:27 PM : Start Price: $17.55 AMAT Score: 13.83

Excellent management.
Huge market share in semiconductor manufacturing equipment business.
Excellent moat: very good world-wide customer support network, great reputation, good patent protection.
This company currently pays a 1.1% dividend.
Negative: the business is cyclical so a tolerance for price fluctuations is required; however AMAT has a wonderful record of surviviing and growing thru these cycles.

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