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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (17238)	1/17/2006 8:38:12 PM
From: Gottfried	Read Replies (2) \| Respond to of 25522

Bob, OT *** The Dirty Little Secret About Buybacks All those share repurchases are doing investors little good. Here's why Reading Intel Corp.'s () latest annual report, you might think the chipmaker has returned huge sums of cash to its shareholders through stock buybacks. Since 1990, the report boasts, the company has repurchased from shareholders "2.2 billion shares at a cost of approximately $42 billion." That's a lot of stock -- about a third of Intel's total shares outstanding. There's just one problem: Intel had as many shares, split-adjusted, at the end of 2004 as it did in 1990.[snip] businessweek.com

To: robert b furman who wrote (17238)	1/19/2006 9:28:00 AM
From: Rarebird	Read Replies (2) \| Respond to of 25522

>>Big CAPS still have a long way to go in showing me they are where the better gains will be. My money still says SMALL and midCAPS are better gainers.<< Yesterday's big gap down for the NDX turned out to be another false alarm for the Bears. The Russell 2000 closed higher and the breadth of this market showed tremendous resiliency. Earnings disappointments from Yahoo and Intel were not enough to dampen the bright prospects from the small caps, the real soldiers of this market. The Street is still calling for the generals (large caps) to outperform the soldiers (small caps). But in light of 4th quarter earnings, I expect small cap outperformance to become even more pronounced moving forward. Overweight those small and mid cap stocks. That's where the real earnings and revenue growth lies.