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

To: Donald Wennerstrom who wrote (56771)	7/2/2012 6:25:16 PM
From: The Ox	2 Recommendations Read Replies (1) \| Respond to of 95451

I agree, Don. We know that when sales and demand are poor, when future forecasting is the most difficult, this often leads quickly into the next boom cycle. When companies are reluctant to spend they often wait too long. They look for the bell to clearly ring by following their major competition's lead. We know how often that happens in the semi industry. Wait, wait, wait, now hurry up. Those companies who accurately anticipate these cycles get the jump on the competition. Many a mature company has been beaten to the punch by the more hungry upstarts, who target products further down the road map. While the smaller companies often languish during the lulls, if they are nimble and well run they can easily create great value to shareholders who get in during the lows. Similarly, those mature companies who manage the cycles well can be tremendous investments. Look at a 2 year chart of LRCX and AMAT and they've essentially gone nowhere. Look at TER, CYMI, ASML and UTEK and their up 40 to 100% during the same period.