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Technology Stocks : Semi Equipment Analysis

SOXX 299.48

-4.8%

Dec 12 4:00 PM EST

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To: JSLyons who wrote (1618)	1/13/2002 1:33:36 PM
From: Cary Salsberg	Read Replies (2) of 95574

RE: "I contend one can do better..." In the technology arena, leaders benefit from tremendous opportunities created by Moore's law and similar effects on storage capacity and comm bandwidth. Many of us have gained 3, 5, 10 baggers from the leaders. Some second tier players have done better, I bought some ASYT at $3+ (average cost ~$6) and sold at $50 during the last run up, but second tier technology companies tend to go out of business if they compete in the same markets as the leaders. If they have their own small niches, their growth is limited. RE: GNSS and NVDA I have been "watching" for a few years and I didn't buy at much lower prices. I could have used some help here. While there were strong fundamental reasons to think they MIGHT do well, fundamentals couldn't get me to buy. If I had convincing technical reasons to buy while they were still low priced, I might have jumped in. I will bring similar candidates to this thread in the future.

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