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Technology Stocks : Semi Equipment Analysis

SOXX 312.76

+1.1%

Dec 8 4:00 PM EST

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To: Return to Sender who wrote (10437)	7/6/2003 9:36:06 AM
From: Kirk ©	of 95536

So far not one person reading this thread would be a long term buyer of SCE or semiconductor stocks at these prices. I could sell UTEK, AMAT, LRCX and Agilent at market price for $14.95 in my IRAs. I have not because I don't see better alternatives for my money AND I fear being left behind if the market takes off and then posting daily why I think the market should come back inorder to convince myself that I am doing the right thing being out of companies I think will be much higher in the next few years. Market timing is damned near impossible to do right over and over. I think your best solution is to do what Cary does or what I do (trade around core positions where you slowly grow the number of shares in the core over time with small bits of TA vs FA) or do what the AIM folks do (which seems quite similar to what I do).

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