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Technology Stocks : Semi Equipment Analysis

SOXX 348.14

+3.2%

Jan 21 4:00 PM EST

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To: robert b furman who wrote (56251)	5/11/2012 9:30:29 AM
From: Jerome	Read Replies (1) of 95748

AMAT...Bob, you have better entry point now than I have had. My average cost is $13.50 a share. Lets see if the CEO of AMAT has learned anything about avoiding certain comments during a conference call...such as..... 1) some order are getting pushed out a few more months (SGI). 2) we are still restructuring our company 3) the future business visibility is very cloudy (CSCO) 4) we are somewhere near the bottom of this cycle(WFR) 5)our margins are decreasing along with average selling prices (WFR) Selling puts is a good strategy with AMAT at these prices. Jerome

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