Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 303.84

+1.3%

Dec 22 4:00 PM EST

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To: auriculatus who wrote (29412)	3/16/2006 4:06:47 PM
From: Return to Sender	Read Replies (1) of 95622

Very few semiconductor or semi equipment companies actually go bankrupt. This is not the worst sector to trade at all. You do have to do a better job of spreading risk. Why so much focus on NVLS? And as far as CVX goes if you compare it long term it does not even outperform NVLS until recently. What if you had played LRCX instead: finance.yahoo.com This sector is cyclical. KLIC is a good proxy for the sector. According to what I heard today the top of their orders was put in during January. The SOX and SMH topped then too. I'm not saying it's easy to trade these stocks. If it were I would never have gone long the SMH recently. But when we hit a cyclical bottom, maybe 9 months from now, I'll be backing up the truck to buy. Don't let one bad stock keep you from making money. RtS

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