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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Wallace Rivers who wrote (38758)	8/10/2010 7:00:14 PM
From: E_K_S	Respond to of 78476

Hi Wallace - Those are two other good examples INTC and AMAT. I bought INTC (9/2009 @$19.54) the same time as I bought my MSFT. Never pulled the trigger on the INTC. I had two opportunities at the $24.00/share level and could have reloaded my inventory. At the current price INTC seems like it is in the value range again. I have a full position now (avg. cost $20.40/share) but may add if it ever reaches the $17.00/share. My target price of $24.00/share is where I plan to peel off shares. I sold my AMAT completely in 11/2008 at around $11.50/share. I am not too sure I will add unless the dividend yield gets into the 3% range (around $9.35/share). They cut back significantly on their solar energy division where they were losing money. This should be where they need to expand and innovate. Any case the last news story I read was a cut back and no discussion from management on their next generation research in this area. finance.yahoo.com It's interesting that several of these Technology leaders are priced at 2008 levels. Many are still the world's innovators and will be around for years to come. EKS