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

To: Sam who wrote (57156)	8/12/2012 12:01:17 PM
From: rsie	Read Replies (2) \| Respond to of 95427

thanks, the good thing about these companies, they have tons of cash, and know how to weather a downturn. "Pick 2 or 3 of the stocks near the bottom of the chart, doing some fundamental analysis to make sure that the companies aren't going bankrupt (not always easy in this business, since so many seem to threaten bankruptcy near the bottoms, only to rise spectacularly in the months or years ahead if they can manage to reinvent themselves)." amat, cymi, utek, are they still in good shape? your suggestions? i figure that we are going down again within the year. i want to ask someone who has been following these companies, which ones are the strongest. your picks? at the moment? i have not bought semi's since 2000.