Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 303.84

+1.3%

Dec 22 4:00 PM EST

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To: Crossy who wrote (3307)	5/25/2002 11:18:02 PM
From: Cary Salsberg	Read Replies (1) of 95622

I wonder if SRAM and DRAM have really been profitable over time. While fabs are great for semi-equips, I am not sure about semis. The big spenders are the almost monopolist, INTC, and the low cost of capital South East Asian countries. I agree that "temporary competitive advantages" in a large market may provide investment opportunities. Unfortunately, these are the kinds of opportunities that require astute short or medium term trading. My approach is more long term and I have avoided these "opportunities".

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