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

To: Cary Salsberg who wrote (20876)	10/16/2006 9:49:54 AM
From: robert b furman	Read Replies (2) \| Respond to of 25522

HI cary, Although many say diversification is the only way,IBD suggests it is better for a portfolio to concentrate on a few stocks. This helps maximize a portfolio's percent return. Of course that implies one must be right on the select few one concentrates in. I prefer a concentration of stocks that have consistant market share growth, coupled with innnovative new products and of course a balance sheet must look like a bank's. This sector is still cyclical,regardless of any pundits projections. Companies are always blowing their R&D dollars, as others are creating new products ,that provide growth and take away business from those who have mispent their R&D dollars. Good to hear from you,I haven't seen your list of holdings in quite a while - I'd be interested in hearing your thoughts. Bob