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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 142.62+2.2%Nov 21 9:30 AM EST
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To: Cary Salsberg who wrote (10084)1/27/2002 6:01:55 PM
From: Sam Citron  Read Replies (1) of 10921
 
R: I'd add CYMI to the list. C: I definitely would not!

Thanks for a most stimulating and lively debate. Looking at the size of the companies on your list, Cary, I can not help wondering if you do not have a bit of large cap bias.

The smallest market cap on your list, Cary, is NVLS at $5.8B. CYMI's is only just $1.1B.

I wonder if I might persuade you to expand the taxonomy of your semi-equip universe by developing a mid-cap list of worthy SE's (say $0.5 B - $5.0 B) and a small-cap list ( say < 0.5B ).

Small caps, mid-caps, and large caps tend to have different performance characteristics and many institutional investors are precluded from owning small caps, due to liquidity considerations (which makes for good opportunities for us individual investors). Expanding into 3 lists also might have the advantage of stimulating more research on the mid and smaller cap groups at a time when these groups seem to be outperforming their large cap brethren. It also reduces the tendency to dismiss smaller rapidly growing companies that may be very profitable for investors, simply on the basis that they appear to be niche operators, which seems a bit unfair.

Sam
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