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

To: etchmeister who wrote (36173)	10/9/2007 12:50:44 AM
From: Kirk ©	Respond to of 95656

Wonder what the "earnings growth distribution" is of all NASDAQ listed companies; it's probably confined to a number of companies like AAPL and RIMM et al - coincidentally AAPL benefits greatly from chips and probably also RIMM. I think you hit it on the head. Companies are benefiting from Momopolistic consolidations so HP, AAPL, Cisco, AT&T are doing well by buying out their competition and getting better prices from their suppliers. For example, I own a company that had about a third of its business from Cingular which was just about to upgrade its networks. SW Bell bought T for the name and Cingular for the network and then sh*t-canned the network improvements... and locked up AAPL customers on a crappy, slow network... so my company fell like a brick as T is not spending to upgrade its network.. Much easier to act like a monopoly... than actually compete. Fortunately, by diversification, I own some HP that is doing the same thing .... buying its competition and cutting profit margin at suppliers.... Or FNSR, an optical component supplier to Cisco. I heard Cisco is making about $1B a year marking up the Finisar components to a 90% profit margin... but FNSR can't sell them direct because Cisco has a monopoly on the code needed... or something like that... You get the idea even if I am not being really clear. Finisar isn't reaping the rewards for its investment... Cisco is!