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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: Sam who wrote (53913)9/27/2011 12:00:06 AM
From: FJB   of 95536
 
RE:the second half of 2012, when Solarbuzz predicts that demand will finally catch up with supply.


That would definitely be critical to anyone's investment thesis for the sector. I plead ignorance. DRAM is an historically impoverished industry looking at margins and profits. If the solar industry follows that model, long-term investing is not the mode, but playing the cycles. There is not enough track record to figure it out for me.
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