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

To: Return to Sender who wrote (51378)	3/7/2011 9:23:53 PM
From: Gottfried	2 Recommendations Read Replies (2) \| Respond to of 95383

RtS, [nostalgia] remember the day AMAT hit its all time high, April 7.2000 ? that day this post appeared Message 13372416 Glory Days In Chip Equipment By MONICA RIVITUSO / Smartmoney.com Dow Jones Newswires -- March 27, 2000 (This story was originally published Friday) NEW YORK -- It's a good time to be a chip-equipment maker. After hitting a low in 1998, the industry is in the throes of a bona fide upswing. New technology is being developed and shipped, revenue is increasing, earnings per share are jumping and stocks are percolating. These are giddy times.< [/nostalgia] I also remember IBD publishing glowing praise for semi equips and for oil service stocks just when those stocks peaked. I've never overcome my distrust of IBD after that and still have the clips somewhere.

To: Return to Sender who wrote (51378)	3/7/2011 9:59:51 PM
From: Jacob Snyder	Read Replies (2) \| Respond to of 95383

re CSCO counter-productive-ness: At some point, the bad news is in the stock. Not yet, you say? The stock is at the same price as in late 1998, but the profits, cash flow, sales, keep rolling in. It is, today, near the low end of its PE range, going back to 1991. I expect, as some point, they will transition from being a Growth Stock to a Dividend Stock, like INTC is doing (and like a list of big-cap lo-growth formerly-Gorilla tech stocks should do). disclosure: no CSCO position. My only current long positions are in energy and drugs. I think I'll revisit this CSCO question, when I cover my KLIC short.