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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

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To: Donald Wennerstrom who wrote (38699)	3/22/2008 12:07:48 AM
From: Kirk ©	Read Replies (2) of 95546

The funny thing is LRCX is taking market share and making good money. I guess the good thing is it will soon be low enough for another buy with funds I set aside for bargains at preset support levels. VRGY is another. I think they are all manipulated to a degree, even if unintentional... sort of like the old kid game "crack the whip." The hedge funds move large amounts of money in and out of things, and now they go short, so the volatility is much higher than you would think. Just look at how high commodities went... Oil might be 2x what it should be...having run from the teens to $110. Gold went over $1,000 and it was $250 not long ago... For those of us who are patient... I still think there are large rewards.... WFR is benefiting from a shortage in Silicon for solar.... a commodity play of sorts... What Lam needs to do is buy a small solar company so it can get a solar premium! LOL

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