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


To: auriculatus who wrote (31683)7/21/2006 11:21:25 AM
From: michael97123  Respond to of 95953
 
In a perverse sort of way, the intel and amd problems and the dell warning may ultimatley be good for us. It confirms the stupid analysis in some way and it sets up an upgrade cycle from ridiculously low numbers. Where can significant money be made in this group going forward--long or short?? I just hope the analysts are as dopey going up and they were going down. And i also hope that we will all know when to sell.