Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

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To: Cary Salsberg who wrote (6546)	10/30/2002 11:24:51 AM
From: Kirk ©	Read Replies (1) of 95546

All three are great companies. INTC, MXIM and LLTC. No doubt about it. That they all pay a small dividend gives proof that they have cash flow. I notice that MXIM bought back a significant number of shares to keep option dilution to a penny. I wonder what set off today's rally? They announced a reduction in CapX so it must be more overall market related. To those that follow some TA, I believe we just broke out of some major resistance levels... I wrote a bit about LRCX's double top breakout here suite101.com and I wrote last night why I didn't take profits in AMAT as It was looking too fishy to be different than past bear market rallies that failed suite101.com

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