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Technology Stocks : Semi Equipment Analysis

SOXX 312.76

+1.1%

Dec 8 4:00 PM EST

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To: Donald Wennerstrom who wrote (12868)	12/30/2003 9:44:31 PM
From: Return to Sender	of 95536

I can tell you for sure that MU is one of the last stocks to benefit in SOX sector rotation. I noticed this on two previous cycles. Why? The company is seen as a commodity play. It is not sexy. Today TSM and LSI are two other stocks in the group which really have not gained much ground on a relative basis. I guess investors believe that TSM needs a lot more business to really see a huge increase in profits. LSI, perhaps rightly, is seen as an overly diversified business without a core of strong profit growth. I think it is a fair assessment and I am long LSI for now. Essentially I believe your question was a very good one. If you believe that the SOX run is not over then you have to at least admit that those stocks that have gained the most so far may not outperform stocks like MU, LSI and TSM next year as they likely will catch up. They are much closer to book value. They carry less risk but like all other stocks in the group must be bought on dips. There is another dip coming! JMHO, RtS

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