Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 351.08

+2.3%

4:00 PM EST

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To: Return to Sender who wrote (488)	4/27/2001 5:13:55 AM
From: scott_jiminez	Read Replies (1) of 95776

<< Looks like the Biotech index has done extremely well even with recent profit taking>> The case has been made elsewhere that the Btk is overly weighted towards the large, pharma-like biotechs (BTs) which are completely unrepresentative of the industry as a whole. Pharma, and pharma-like companies, have done very well during the NAZ crash because they are perceived to be defensive investments. In my opinion, and I believe my views are supported by the evidence, if 'real' BT stocks are examined, the carnage in biotechnology has been devastating...and substantially worse than the equipment sector. This post, placed yesterday, expands and substantiates my POV - Message 15719251

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