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

To: Elroy who wrote (94070)	3/24/2025 11:16:43 AM
From: Return to Sender	1 Recommendation Recommended By Sam Read Replies (1) \| Respond to of 95433

The question is all supply and demand. Is the demand for a company's best high margin products rising? If so then margins expand from whatever level they start at. Elroy, you have a habit of comparing technology companies one to another even if they are not direct competitors. Sometimes they have complimentary products. 70% or 30% does not matter at all. Buy when you are getting a bargain. I want all these companies to do well. Especially when I have bought stock like I did when we got our recent 80% upside days. Try treating all these companies like members of the same team. Root for them all to do well. But understand that even the best player will eventually get old a breakdown. Have a plan. Not just to acquire your team but also when to trade out players and rebuild for the hard times that will come. Then do it all over again. RtS