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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 230.89+3.1%3:59 PM EST
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To: Proud_Infidel who wrote (10196)6/6/2004 3:41:24 PM
From: Big Bucks  Read Replies (1) of 25522
 
Brian, BRKa is for high end investors and institutions.
It is well diversified in consumer core industries, many of
whom pay significant dividends and offer a semblance of
security due to their consumer market size. As long as
consumers will continue repetitive buying patterns these
core companies represent a continuous revenue stream, which
is what Berkshire wants. These sort of companies are not
as cyclically volatile and represent pretty good security,
regardless of economic conditions.... As long as they have a positive growth and secure revenue stream they will remain in the Berkshire portfolio. They are cash cows..
If they lose their revenue stream they are no longer an asset to be held....
How many of the core companies that BRKa holds have split
in the last 10 years..... I don't know, but would be willing to bet not many.....Why not? Could it be that
the demand for new shares isn't justified?
AMAT was once a huge growth stock, IMO, it is a victim
of its' own success. It has made chip making technology
a commodity business and its' customer's need to have
extremely deep pockets and high profitability to stay competitive ....Another industry shake out will happen eventually, that will be determined by the market place.
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