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Technology Stocks : Semi Equipment Analysis

SOXX 306.28

-1.0%

Dec 4 4:00 PM EST

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To: Elroy who wrote (85902)	11/11/2020 5:13:03 PM
From: Return to Sender	1 Recommendation Recommended By robert b furman Read Replies (1) of 95526

Color me clueless Elroy. Years ago I used to dig deep into fundamentals of companies to try to understand what if anything gave them a competitive advantage. There are a few companies that truly do have those but it's based more upon their patented technology than anything that they might be doing that no one else is doing. I guess my point is that you are spinning your wheels here if you ask me. Bottom line is Do NOT marry a stock even if it has everything going for it. SIMO is not MSFT. It's not QCOM as whatever it does it does not have a huge patent moat that cannot be crossed without paying. WDC and STX are doing what very few companies can do profitably in the best of times but they are treated as a commodity suppliers in their industries and will never get nosebleed P/E's. Diversify Elroy! SIMO does look undervalued as a trading vehicle or a small part of one's diversified portfolio. But if it is all you own then take some profits. You will sleep better. RtS

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