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Technology Stocks : Semi Equipment Analysis

SOXX 316.33

+1.3%

Dec 10 4:00 PM EST

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To: Gottfried who wrote (31367)	7/10/2006 11:17:43 PM
From: Return to Sender	Read Replies (1) of 95561

>Funny that rising sales during a period with lower inflation and lower rates than now did nothing for AMAT.< That's not fair. AMAT rose 150% from the bottom of the last cycle. Sure AMAT rose mostly in anticipation of higher earnings rather than due to actual earnings. But technology stocks outperform in the early stages of an economic cycle. Just because we got a huge run in the 90's does not mean it will ever be that easy to make money again. Profits have got to be taken with all stocks. But it is especially important with stocks that are treated as cyclical investments. Why did ML upgrade defensive stocks and downgrade technology? My guess is that they now want to drive technology stocks even lower as they find a way for their institutional investors cash in profits in consumer related stocks. If you think institutional investors will avoid these stocks forever then you are wrong. They will buy as cheap as they can and later sell into upgrades and rosy forecasts while the retail investor generally is doing the exact opposite. RtS

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