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Technology Stocks : Semi Equipment Analysis

SOXX 285.23

-3.7%

Dec 17 4:00 PM EST

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To: Return to Sender who wrote (32531)	9/11/2006 4:33:18 PM
From: Kirk ©	Read Replies (2) of 95596

You are probably right about LRCX... the biggest gains will come from the stocks like UTEK and CACS .... etc... that can get their acts together and make some decent earnings before the market rolls over. On the flip side... LRCX probably doesn't have a ton of downside risk compared to many others, which is why the price is up. I like to "spread spectrum" my stocks so I have some in all categories. I think it was Cary who had only the top stocks in his portfolio and they were dismal under performers since Jan 2004... but now is probably their time...

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