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

To: Gottfried who wrote (25061)	1/5/2012 7:28:44 PM
From: robert b furman	Read Replies (1) \| Respond to of 25522

Hi G and etch, Time is money,but precious little has been in favor short of Goog and AAPL. Dividend paying stocks have individually been sought after by fixed income types as treasuries are so low in yield. I saw on Bloomberg that healthcare stocks as a sector were up big in 2011.I don't really follow them and they may have been killed prior to Obamacare getting passed. One thing for sure they're not being hurt by Obamacare. With the consolidation that has occured this year - there surely are fewer shares in the sector to attract money. Just think no more Vsea or Nvls,granted Lam issued shares. I still think if the execs would quit the ESOP dilution - the shares they have would be multi baggers again. Remember when earnings and growth were the magic that created wealth. Screw the non gaap and get to gaap. I've owned orcl and they just state gaap- they are up over a double. Bob