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Technology Stocks : Semi Equipment Analysis
SOXX 314.52-0.6%Dec 11 4:00 PM EST
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To: The Ox who wrote (1625)1/13/2002 7:50:06 PM
From: Return to Sender  Read Replies (1) of 95572
 
I like both CYMI, COHR and CREE at lower prices. GNSS we may never get much lower prices this cycle in my opinion.

My vote is we talk about any semiconductor stock of interest here. Maybe it is off topic but not that far off. I cannot speak for Don but I can tell you that I have asked these questions of Don myself earlier. I know with little doubt that he is open to our discussing any semiconductor stock in depth right here on this thread.

It's true that most semiconductor stocks are not actually semiconductor equipment companies but rather customers of those companies but they do indirectly effect the industry if not directly. Discussing anything that can help us to improve our investment success is worthwhile to us all.

While I have a decent familiarity with investing in general I have no where near the understanding of semiconductors and semiconductor equipment companies that 95% of those who contribute to this thread have due to their own backgrounds.

I thank you all for sharing your knowledge with us and I hope you will continue to correct the errors in my posts when made because of my admitted ignorance of the industry. I know one thing the semiconductor industry has been the leading performer since 9/21. If we are on the verge of an economic recovery in 2002 it will lead for the entire year as well.

Don, you get the final word here as it is your thread and we certainly can start a new one to discuss other semiconductor stocks.

RtS
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