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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 (20877)10/16/2006 10:30:56 AM
From: dr_elis  Read Replies (1) | Respond to of 25522
 
You didn´t ask but here are my main holdings anyway together with the current percentage of my total investment in stocks they represent.

ASML 34%
AMAT 31%
INTC 15%
TXN 10%

Comments welcome.



To: robert b furman who wrote (20877)10/16/2006 7:10:23 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 25522
 
Hi Bob,

I read this thread and the COHU thread and I believe that your holdings in semis and semi equips is limited to COHU. Is that correct? If so, I reiterate, DIVERSIFY!

I am concentrated in a "few stocks", 8, AMAT, ASML, KLAC, NVLS, ALTR, XLNX, LLTC, MXIM. No changes since 2001. I have been disappointed, but I expect improvement.


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