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

To: Jerome who wrote (56250)	5/11/2012 9:11:58 AM
From: robert b furman	2 Recommendations Read Replies (1) \| Respond to of 95748

I've just added some Amat since it has dropped below 12.00. If Amat continues its annual one cent increase every March it will yield close to 4 % next year. I'm trying to sell puts and raise the yield a bit over the 3.3% this year. I had some extra cash and found nothing that yielded close to what a dividend stock does. Amat approaching a low was why I chose it to sell puts and calls on. If I make a mistake - I'll not be hurt more than a point and that small draw I can out wait. Its all part of learning and I'm trying not ot pay too much in tuition. That's at least the plan any how. Appreciate your perspective - Thanks P.S. I still believe that long quiet consolidations are a sign of long term strength.When this sector increments up I believe it has a strong capability of holding the gains and even more up over the long term. Semi equipment has now accomplished a solid M&A consolidation - the survivors are running very solid balance sheets and technology buys are the next push. Capex has been held in a rational allocation mode for several years - sadly not giving us the big peaks and valleys we enjoyed pre 2000. This sector has surprised me with it consolidating and morphing iinto a dividednd paying sector on historically strong fortress like balance sheets - which originally attracted me to the sector back in the mid 90's. Bob

To: Jerome who wrote (56250)	5/11/2012 2:17:54 PM
From: Kirk ©	Read Replies (1) \| Respond to of 95748

"I'm long AMAT and a bunch of other semi stocks.....and most days I wish that I had fewer shares.of AMAT." just remember.... that is what you want to feel when you are buying... and you wish you had more shares at the top.... Other than reinvesting dividends. I just started buying AMAT at $12 for my personal accounts... last buy was 1996 at $3.07. I sold enough in 1999 to get my original investment out at $24 and sold some more in 2000 at $34. The values now look much like early to mid 1990s....but with dividends.