Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 291.39

+2.8%

4:00 PM EST

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To: Think4Yourself who wrote (903)	8/1/2001 9:51:54 PM
From: Return to Sender	of 95474

My answer to that is simply to point out the obvious. Semiconductor Capital Equipment stocks are not Internet startups. They are cyclical companies. Most have a great deal of cash on hand. Many are still cash flow positive. That being said the SOX has been in a trading range since it bottomed in early April. If I were shorting man I would have shorted again today and bet that I could make money in the next two weeks or so as we trade back down to below 540 again. Then I would go long. But why short these stocks at all? Too risky if you ask me. There are still Internet startups around. RtS

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