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

To: The Ox who wrote (25218)	1/7/2013 10:32:50 AM
From: robert b furman	Respond to of 25522

If you can find a book by Ted Warren. The longer the sideways action the greater the strong hands have accumulATED - THE HIGHER THE FUTURE RISE - REGARDLESS OF EARNINGS. I believe it. I wish this sector would go up and consolidate vs bounce on all but new lows - but the longer the consolidation the higher she goes. Bob

To: The Ox who wrote (25218)	1/11/2013 7:56:10 PM
From: Jerome	1 Recommendation Read Replies (1) \| Respond to of 25522

AMAT's a problem in this tech market for the past two years. The stock has deteriorated from 16 to 11 per share in the past two years. finance.yahoo.com; Its been two years of dead money, with little hope on the horizon.. Unless earnings explode to the upside this year looks no better than the last two. But AMAT like every other languishing tech stock will declare another share buyback when they announce earnings. This will be greeted with a big yawn from the investment community. What AMAT could do to improve the stock price is to increase the dividend to 4.5% to 5%. This would cause investors hold on and buy more till business picked up and pushed the earnings higher. We all review our portfolios. I separate my holdings into three groups. 1) Stocks doing well, 2) stocks showing significant improvement the past three months and 3) No hope dead money stocks that I have to do something with. (Amat is in class 3. The task at hand is to switch from AMAT to another tech stock about the same price with better upside potential. Suggestions encouraged........Jerome