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Technology Stocks : Semi Equipment Analysis
SOXX 342.47+1.6%Jan 16 4:00 PM EST
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To: Kirk © who wrote (10971)8/14/2003 10:45:22 AM
From: Cary Salsberg  Read Replies (1) of 95738
 
RE: "UTEK and LRCX, two I own, made major changes in their business models over that period and suffered (or rewarded some of us) with very low prices as they sorted out the mess and abandoned dying or unprofitable business. Other companies have vanished or merged (ASML & SFAM)."

Please expand on "major changes in their business models" and "abandoned dying or unprofitable business."

Also, "very low prices" for Yugo (UTEK) and Chevy (LRCX) are not that low when you look at the low price for Mercedes/BMW (AMAT).
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