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Technology Stocks : Semi Equipment Analysis
SOXX 309.36+2.2%Dec 3 4:00 PM EST
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To: Donald Wennerstrom who wrote (10459)7/7/2003 11:13:38 AM
From: Kirk ©  Read Replies (1) of 95520
 
Your table shows 83% growth for Maxim

I bet the before doesn't include Dalas Semiconductor. M&A can really distort numbers. During the bubble, folks thought JDSU and Cisco were growing earnings but all they were really doing was buying companies so the bottom line grew, but at a huge cost.

Agilent now over $20.... I should not get too excited but I've been telling folks here it was under valued for some time including when I bought some at $10.89. That was one of the few, not on your list, in the sector that got to low price/book and price/sales levels normally associated with bear market bottoms. I sure wish you could add it to your list as it is part Semi stock and part CapX stock.
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