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Technology Stocks : Semi Equipment Analysis

SOXX 296.92

+0.1%

Dec 1 4:00 PM EST

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To: The Ox who wrote (15550)	6/3/2004 7:12:42 PM
From: Proud_Infidel	Read Replies (1) of 95501

Michael, Excellent post.....recent times have been depressing for semi investors, most notably for the fact that you pointed out: it was only 10% higher then where it was in December of 2002! In Dec 2002 exactly which analyst thought we would see the recovery we have? None that I can recall. I am tired of the analysts getting all of the print and airtime, and yet people like Morris Chang of TSMC get little or no time on CNBC today for saying he sees the upcycle lasting at least another two years. I have given up on CNBC altogether, since IMO they assist these people and their agendas. I am amazed and perplexed that people still buy and sell on their advice, since how long ago was it when Henry Blogett called AMZN a Strong Buy in public but a piece of crap behind closed doors? I am a believer in the companies I hold and yet even I think this system is fast becoming a joke....what does your average joe who only holds mutual funds think?

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