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Technology Stocks : Semi Equipment Analysis
SOXX 299.81+2.7%Dec 19 4:00 PM EST

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To: Gottfried who wrote (43744)3/15/2009 12:20:43 PM
From: Donald Wennerstrom  Read Replies (1) of 95616
 
Gottfried, thanks for the chart showing the SOX/SPX performance. Your chart is a much more elegant way to show the comparison performance than my earlier post.

The "semis" have shown a lot of strength since the bottom in Nov. From an overall point of view however, this is perhaps not so surprising. Not all, but most have good cash positions compared to a broader range of stocks in the major averages that have been having "cash" problems.

Don
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