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

To: Cary Salsberg who wrote (9199)	3/30/2003 12:29:17 PM
From: Return to Sender	Read Replies (1) \| Respond to of 96005

Semi Stocks Down 7 to 10 times from 5 Year Highs My PEG post was simply an interesting exercise designed to stimulate discussion. Of all the stocks listed in the post I saw not one that I am willing to buy on Monday. There are numerous stocks that I feel have much more predictable futures than those on that list except perhaps SILI. The company has been profitable throughout this downturn and it refused a buy offer at a price higher than where it closed on Friday a couple years ago. How about semiconductor stocks that have been 8 to ten times higher priced than they are today? Here are a few that qualify: ASML BRCM HELX IBIS IDTI IFX LSI MOT MU RFMD finance.yahoo.com Cash burn rates seem acceptable to me at this time to begin buying ASML, IDTI, MOT and RFMD. stockcharts.com[h,a]maclyyay[d19960101,20030307][pb20!b50!b200!c13!c20!c50!i!d20,2!f][vc60][iUb14!La12,26,9!Lg!Li10,10!Lh5,5!Lp14,3,3!Ll14]&pref=G All opinions are welcome. RtS