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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: Donald Wennerstrom who wrote (31535)7/18/2006 1:09:57 PM
From: The Ox  Read Replies (1) of 95626
 
The playing field is very different for semis now versus 1998. In 1998, commodities like oil were near a bottom. Gold was relatively out of favor. So once the market turned up for semi's, the big money poured into the sector and never stopped until the bubble burst in 2000.

These days, there are so many sectors that, on the surface, are much more appealing to the investor then the semi industry. So that while we have improving fundies in 2006, the sentiment for the semi sector continues to get worse.
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