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Technology Stocks : Semi Equipment Analysis
SOXX 330.35+0.5%Jan 12 4:00 PM EST
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To: robert b furman who wrote (56248)5/11/2012 7:22:51 AM
From: Jerome2 Recommendations  Read Replies (2) of 95708
 
AMAT and tech stock history this quarter. Every quarter there is some sentiment that drives a stock either up or down after earnings. This quarter the driver is outlook. Good earnings, cash flow, BTB, and balance sheet changes are minor drivers.

Look at the companies that reported great earnings this quarter and got trashed anyways.
Teradyne, KLIC, LSI, ATML
to name just a few.

CSCO would do better if Chambers did not give any guidance and just skipped the conference call

Stock buybacks do not have the impact they used to have. example DELL.(25% of the stock being bought back) Raising the dividend when earnings are announced seems to have a very positive effect on the immediate share price.

AMAT has gone nowhere the past couple of years.
finance.yahoo.com;

AMAT's dividend is insufficient to get anyone excited about the stock. In today's market a dividend yield near 4% supports a good stock price. Best example...BRKS (yield 3.1%) and STX (yield 3.3%). AMAT has a 3.1 % yield but that is only because the stock is near a multi year low.

The one hope is that AMAT trounces estimates in the manner that VECO did (est..19...reported .49).
Another rub is that AMAT is a poor covered call write. (low premium...high risk).

I'm long AMAT and a bunch of other semi stocks.....and most days I wish that I had fewer shares.of AMAT.
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