Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 282.70

+4.4%

Nov 24 4:00 PM EST

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To: Proud_Infidel who wrote (23099)	5/2/2005 9:24:22 AM
From: robert b furman	Read Replies (1) of 95467

Further proof that SCE companies can make huge profits and less revenue. The painful writeoffs of plant consolidations and people headcount reductions, are now resulting in new high levels of profitability. The fact that equipment orders are flat (stable) rather than peaking is the result of a more rational application of capital to a still growing world of IC consumption. The MOMO days are gone and nice steady accumulation of cash in the bank sooner or later builds stockholder equity. Not to mention the very REAL possibility of Mergers and Acquisitions, either adding to organic growth of the acquiring firm or adding to our long term capital gains (in a tax free transaction by being bought up at what will be historically high premiums). Sooner or later cash in the bank will be viewed as "Real Money". JMHO Bob

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