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 : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (52377)	6/11/2011 4:13:00 PM
From: Kirk ©	Read Replies (1) \| Respond to of 95383

I want to counter some of your arguments just for the sake of debate. I think you raise good points but some things have changed. This is on-topic, because: 1. Chips are mostly used in consumer (and business) discretionary items. When consumers cut spending, they stop buying new cellphones; when companies need to cut spending, they defer replacing their PCs. You have to buy food and gasoline, but you don't really need the latest smartphone. It used to be during recessions that only sure bets were movie theaters. My father told stories about how his parents used the movie theater and a bag of popcorn as a baby sitter so they could work at the soda fountain on Saturdays to make ends meet during the GREAT DEPRESSION and the war years that followed. Today movies are nearly $20 with food and gas to get there. A movie every weekend is $100, give or take when you ad gas to drive the kids there. Get them an XBox, iPad or netbook and a Netflix subscription and you are saving money over movies and they can sit at home and get fat on food you put in the fridge for them. My parents paid for me to have my own phone in high school to free up their main phone. With free calling on weekends and after 7PM, kids now all have cell phones and learn responsibility by not using it when it costs money.... Those items all break and need replacement.... usually much more often than a desktop PC.

To: Jacob Snyder who wrote (52377)	6/23/2011 11:34:30 AM
From: Jacob Snyder	2 Recommendations Read Replies (3) \| Respond to of 95383

Tech Dividend Portfolio: INTC, LLTC, KLAC, XLNX, AMAT, TSM, TXN, COHU Tech is maturing, and companies managed for the benefit of shareholders, are using cash flow for dividends (rather than wasting it, which happens all too often). All these stocks pay significant dividends. All have adequate cash flow and balance sheets to guarantee the continuation of those dividends during the inevitable cyclic downturns. On the next downturn, all these stocks could decline to the point where they are paying a dividend yield of 4% or better. Alternately, I had posted a hi-beta tech portfolio, a proposed Buy List for the next downturn: Criteria: 1. dominant market share in a non-commodity industry with high barriers to entry; monopoly or duopoly 2. cash >> LT debt 3. gross margins >40%, 5-year average 4. stock tripled or better, 2008-2009 low to 2010-2011 high Tentative list: AIXG in LED equip ALTR in programmable logic ARMH in SOC ASML in lithography CYMI in lasers KLAC in metrology KLIC in bonding equip LRCX in etch VECO in LED equip VSEA in ion implant XLNX in programmable logic Message 27206121