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

To: Woody_Nickels who wrote (51319)	3/3/2011 11:54:53 PM
From: Jacob Snyder	Respond to of 95383

Well, one reason CSCO, AMAT, INTC haven't gone up as much this bull market: they didn't go down as much in the recession. Ballast is what a sailing ship needs, to keep from capsizing in high winds; but ballast makes it go slower. CSCO, AMAT, INTC are ballast for stock portfolios. ASML, CYMI are on the list Message 27206121

To: Woody_Nickels who wrote (51319)	3/4/2011 12:10:52 AM
From: robert b furman	Read Replies (1) \| Respond to of 95383

I think more than anything, it is early. IBM has done just fine repeating new highs. Not many IBM's out there. I think Intel is no doubt late on risc/arms chips. I do not count them out. With the right design and featuring McAffe protection updateable at night or real time,they could redefine faster and last longer - WITH SECURITY,and redefine the best,as Apple has done of late. That's an attractive proposal,and I believe they can build it more efficiently than ANYONE!! They are late however. Bob