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

To: Donald Wennerstrom who wrote (40644)	10/7/2008 5:20:41 PM
From: EACarl	3 Recommendations Read Replies (3) \| Respond to of 95617

Carnage: Once solid companies in the sector now ALL below $2. ASYT ACLS CMOS EGLS FSII INTT LTXX NANO NVMI It's important to note (even though it scares me to admit it)that even a great balance sheet can not save a company if it's poorly run and/or conditions a bad. ASYT and EGLS and NANO all had spectacular balance sheets in years gone by. EGLS has been near dead for years, ASYT is for all practical purposes insolvent on a tangible equity basis, and NANO has also spent much of their cash and has taken a mortgage. These aren't the only stories, there's more I'm sure....... I'm afraid that the days of getting the 3-10 baggers in the sector on cyclical swings are over. I'm sure if any of us are lucky/skilled enough to buy near the bottom and buy one of the companies that has a competitive advantage, we'll do OK, but that's quite a battle between here and there. Good luck all, we're going to need it!