Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 306.28

-1.0%

Dec 4 4:00 PM EST

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To: Return to Sender who wrote (1115)	9/5/2001 11:37:21 PM
From: SpecialK	Read Replies (2) of 95525

RtS, So that means AMAT is the one to short. The SOX broke and touched 520 today. Noticed MXIM and BRCM rally today, after breaking bottoms. My view is a bounce, then headed lower. Cary, Why do you like MXIM? on fundamentals? They recently lowered their outlook, it looks more overvalued then BRCM on a sales basis, though still profitable. How to justify 12X sales? Because when the market turns, it will turn the soonest. So the market never lets anything fall to far for fear of missing out on these great buys. After enough time to learn the turn is not coming as soon as you think and will not be as sharp as you'd like, we may finally see capitulation. We're headed much lower, IMO. Regards, Ketan

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