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

To: Gottfried who wrote (36085)	10/2/2007 11:13:05 AM
From: Kirk ©	Respond to of 95391

Thanks. Maybe that chart explains why the sector has been hard for many to make money... very hard to find trends since the crash in 2001 after the bubble build for Y2000 equipment buying mixed with all the telecom companies building too much capacity through 1999/2000 where they've mostly merged or have gone under. I've been trying to make money on the telecom/chip cycles and it has been really hard since they seemed to peak in 2004... and the mergers in telecom are delaying the next build cycle while companies like AT&T are near monopolies again where they can dictate to Cingular users like me "you get crappy service at home and are stuck with it .... and if you buy an Apple iPhone, we'll brick it if you try to add applications we can't charge an arm and a leg for." Then you get companies like 3Com that seemed to survive get taken private so the risk takers who bought when they were in the dumps won't see the upside they were hoping for.... one of the telecome companies I've hoped to ride to teens and twenties, CACS, may get taken out at $7... a nice premium from the current price but I'd not have taken all this risk to build such a nice position to get a double or triple off my "effective cost per share." ahhhh... frustration speaking... the spoils always seem to go to those who have enough money to buy influence, etc...