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Technology Stocks : Semi Equipment Analysis
SOXX 328.78+2.9%Jan 9 4:00 PM EST
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To: robert b furman who wrote (38004)2/7/2008 9:20:19 AM
From: michael97123  Read Replies (1) of 95703
 
There is no doubt that SMH is in better financial shape than ever before and that the cycles have been smoothed somewhat. But if we are headed into recession, the market who apparently still hate the chips from the first crash will price them lower. I see value at cisco at todays price but what i see doesnt matter much. Over the next year what would you rather hold, smh or xlf?
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