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Technology Stocks : Semi Equipment Analysis

SOXX 288.52

-0.3%

Nov 14 4:00 PM EST

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To: Proud_Infidel who wrote (5498)	9/20/2002 12:08:11 PM
From: Cary Salsberg	Read Replies (1) of 95422

If you look at my "BLOOD" thread circa 1996, I divided the semi-equips into 4 "quality" and 4 "value". I stated that I thought "quality" would do better in the long run. The "value" companies reached 2 x cash and 1.5 x book, but the "quality" did better. My current 8 are ALL "quality". I started watching LLTC and all Silicon Valley companies in 1990. LLTC was always "too expensive". I first bought some in 1998. I think that in the current environment, "quality" has become of paramount importance both for the survival of the company and the peace of mind of the investor.

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