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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (9118)	3/23/2003 1:36:24 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 95616

The market sure has changed where major names get products designed in garage shops rather than multi million dollar, in-house, high quality or the name doesn't go on, designs. This is one good reason to own the stocks on your list as they are all "picks and shovels" types that will supply or build the chips to all these little design shops. A valid point, but assuming we are nearing the end of this tech trough, pricing power is going to come back with a vengeance after all this consolidation- we are already seeing it in Cisco with their 70% GMs. I keep reading articles about how Cisco's margins have to come down... (because customers demand it or other nonsense) but it looks like a classic case of consolidation to me and there is no reason to believe these margins won't continue just like they did for IBM or other dominant tech companies from the past. Some areas like chips are still consolidating so companies like Cisco can still drive down margins but not for long, imo.