Applied Materials No-Politics Thread (AMAT) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 249.89

+3.1%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: etchmeister	1/14/2011 9:05:29 PM
	of 25522

Blindsided ? Really? - Morris Chang speaks - you better pay attention: The second main element of our strategy is capacity. CAPEX will be $5.5 billion this year, as we guided a quarter ago, and CAPEX will be greater next year. We spend capital on the basis of forecast market demands from our customers, and expect the return on investment, not on speculation. Future generations will be increasingly more capital intensive. 28 nanometer capacity is already twice as expensive as 65 nanometer capacity. 28 is two times more expensive than 65. As to dividend, we already have one of the highest dividend yields in the technology sector. We will maintain NT$3.00 a share cash dividend payout in 2011. We will try to reward shareholders more in share price appreciation than in dividend payout. seekingalpha.com If you're too stupid to figure out the upturn you can always call the peak - that's pretty easy considering the "p-word" is part of psychological warfare...recall Arcuri was very effective using the "p-word". Psychological Operations or PSYOP are planned operations to convey selected information and indicators to audiences to influence their emotions, motives, objective reasoning, and ultimately the behavior of organizations, groups, and individuals. Used in all aspects of war, it is a weapon whose effectiveness is limited only by the ingenuity of the commander using it.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next