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Technology Stocks : Semi Equipment Analysis
SOXX 296.74+1.8%Nov 28 4:00 PM EST

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To: Gottfried who wrote (5105)8/27/2002 1:36:58 PM
From: Proud_Infidel  Read Replies (1) of 95487
 
Re: Ignore Cramer

To some extent I believe it would be a disservice not to point out the bias Cramer has against this one small sector. Why he continues to pound it day in, day out I have no idea other than the notion that he may have a hidden agenda. Here is the Trash du jour.......

Why Sinking Semi Ships Won't Go Down
Tuesday August 27, 1:29 pm ET

By James J. Cramer,

Demand for Applied Materials (NasdaqNM:AMAT - News) is skyrocketing. I can't believe how well Novellus (NasdaqNM:NVLS - News) is doing. KLA-Tencor (NasdaqNM:KLAC - News) is smoking.

And why not? All of their clients, the Intels (NasdaqNM:INTC - News), the AMDs (NYSE:AMD - News), the Texas Instruments (NYSE:TXN - News), et al., are doing so well.
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