Silicon Investor (SI) -- The First Internet Community

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) -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (16602)	11/20/2005 2:58:56 PM
From: dr_elis	Read Replies (1) \| Respond to of 25522

Yes, I heard that ASML makes progress in Japan, but they also said that capacity constraints would prevent them from serving more (than 6) Japanese customers. My semi holdings are about equally split between ASML and AMAT, together they comprise 80% of total investment. A change in tax laws over here makes selling all of it in 2006 pretty attractive. In 2006 gains from these long term holdings would be tax free, beginning 2007 the government takes 20% off. Are we going to see AMAT share prices above 20 in 2006?