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Tessera Technologies Inc. Message Board

  • bdabigdog2 bdabigdog2 Nov 17, 2003 11:39 AM Flag

    Calling all bets....

    Comparing AMAT with forward guidance above 20% growth and TSRA, still really unknown here, which company would be the better bet for 1K shares on 12/31/03? We know they are in different markets, and a different breed of animal, but both dependant on CapEx spending to grow, with AMAT @ 23.70 down bout 7% from a high last week of 25.50 and TSRA down 5% from 18.00. Basically, I asking where you gonna make more money on 1K shares?
    Just to get some discussion going and interest on the board.

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    • my guess is that there is probably little upside on AMAT in your specified timeframe, i.e. til end of this year. I think most people got nervous with its high valuation despite the positive nearterm outlook. I cashed out my AMAT at 25 and have used some of the gains to take a small position in TSRA. Any guesses at this point where TSRA will be at end of the year...

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