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Technology Stocks : Semi Equipment Analysis
SOXX 312.18-0.2%Dec 9 4:00 PM EST
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To: Will Lyons who wrote (10403)7/4/2003 8:43:40 PM
From: Cary Salsberg  Read Replies (1) of 95541
 
RE: " have noticed that in the last few months some techs have gone up much faster than others, which implies that all techs are not alike . My question is, then, should we be looking for companies that are likely to grow in the future..."

Of course, we should be looking for growth. More importantly, we should be looking for profitable growth. Profitable growth requires companies to be able to defend their profit margins. This is where competitive advantage and its sustainability and barriers to entry become important.

I find this to be a difficult exercise. I will admit that I watched (Yahoo "Prospect" portfolio, Bookmarked at SI) GNSS go from $7 to $70 and back to $7 without taking a position. It is necessary to determine which stock movements reflect current hype or a reaction to excessive moves to the downside.

I have chosen 8 which I believe indirectly or, sometimes, directly will benefit from many or most of the areas you mention. My key for choosing these is my ability to understand and be confident in their competitive positions.

By the way, forget the "dot coms and other high flyers of the past."

I follow many tech companies with the hope of understanding and gaining confidence about their competitve positions and their potential for growth. I am satisfied with my current list, but I expect to be required to make changes over time and I expect change will be necessary to maintain excellent returns.

So bring on your candidates!
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