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Technology Stocks : Semi Equipment Analysis

SOXX 344.71

-1.1%

Jan 23 4:00 PM EST

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To: Jacob Snyder who wrote (52776)	7/16/2011 1:21:28 PM
From: Kirk ©	Read Replies (1) of 95761

Great list. Point I want to debate: 2. Companies like QCOM, MSFT, and CSCO don't make either list, because they are big and mature enough to pay a dividend like INTC, but their management is insufficiently investor-friendly. Their cash flow tends to get wasted (= not returned to shareholders) via failed acquisitions, failed attempts to enter new markets, or employee stock options. They are too big to be likely to grow (either the company or the stock) much in the future. I would rather hold XOM (Exxon) or KMB (Kimberly-Clark) than QCOM or CSCO. MSFT A year ago msft had 8.76B shares outstanding and paid a 2.1% dividend as of last quarter, MSFT had 8.43B shares outstanding and pays a 2.4% dividend at a higher share price. That seems shareholder friendly to me. MSFT is now in Q1-2012 where it has a PE of 9.7 and PEG of 0.9 That seems a good value. Look at kids in the teens... they use XBox rather than TVs. Last week I saw a 15yr old relative watching a movie via xbox with a headset . He was talking to a friend while watching. What really blew me away is he had the movie using maybe 75% of the screen as it showed a movie theater with two avatars watching the movie... so he was wasting VALUABLE screen resolution to see avatars..... very odd... until you figure out the social aspect was more important than the actual movie quality. Anyway... Apple is big now because in the 1980s and 1990s they gave PCs to schools or gave schools a great rate. All those GROWN kids now love Apple products since they were indoctrinated to think of them as these great things the teachers fawned over... just like kids are indoctrinated into teacher's social beliefs... another issue.... Anyway, I think MSFT will be very big when these teens are in their 20s and 30s and consume video and other stuff using their xboxes.... CSCO Well hated now. Might be time to buy for a trade and if they don't become more shareholder friendly, sell half when they fill gap #2 and and the rest at gap #3. QCOM Don't follow but they named a stadium after themselves so that usually guarantees a decade of under performance.

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