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Technology Stocks : Semi Equipment Analysis

SOXX 316.33

+1.3%

Dec 10 4:00 PM EST

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To: michael97123 who wrote (36097)	10/3/2007 1:54:35 PM
From: The Ox	Read Replies (1) of 95561

Just my opinion: If you are looking for GOOG, you won't find it in Cary's 8 stocks. When the market least expects it, then these stocks will move. It may be 10 days, 10 months or 10 years. It is typical of a sector to fall out of favor for many years after it was the market's darling. That is what we've seen in the market's approach to this sector. It was a darling leading into the 2000 bubble and we may never see that type of rising tide again. If that's what you are looking for, then look at China stocks or somewhere else and go with the mo-mo players. Those players have not been involved in this sector for quite a while. There are always winners and if you had been holding WFR or VSEA for the past year, you'd be smiling from ear to ear. I do keep in mind that you are asking the question about SCE stocks on the day where a major analyst company put out a downgrade on future expectations. Timing is very important when chosing a company to invest in. Not sure if this is helpful or not? TO

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