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

To: Return to Sender who wrote (56681)	6/25/2012 12:40:21 PM
From: Kirk ©	Respond to of 95378

I too am at 50:50 for much the same reasons. I have cash reserves to pay off my mortgage should we get massive deflation, but if I consider that out of the mix, I am at an allocation appropriate for my age using 120 less age in equities... with quite a bit in individual TIPS and iBonds for inflation protection. Funny, but both ibonds and TIPS are also bought by some for deflation protection since you always get your principal back if you buy new issue... but clearly you do better with 30 year US treasury strips if you expect deflation. Amazon is using its cash to invest in the future so it could end up owning many markets much like GE was at one time. They will lose the tax advantage next year but if energy prices go up, they are still a way to save "one item trips" to different stores which save both gasoline and time. I'm lucky to have Fry's less than 2 miles from my house so I sometimes, like yesterday, pay more after tax to have what I want now as well as to have the ability to see many alternatives on a store shelf. BTW, I think Amazon could buy Sears stores and turn them into showrooms.... Sears was pretty much operating this way for major appliances, exercise equipment, etc. when I was last in one trying to buy local to have taxes support the economy, etc... I walked out when the bozo put more effort into selling me a WORTHLESS extended warranty than making sure I had the right elliptical trainer... ended up buying it from Amazon for the same price (I sent Amazon an email saying Sears had it for $100 less... and they matched it)