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Technology Stocks : Semi Equipment Analysis
SOXX 299.81+2.7%Dec 19 4:00 PM EST
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To: Return to Sender who wrote (11224)8/25/2003 12:30:59 PM
From: Rock  Read Replies (1) of 95617
 
RTS,

It's the end of August and we're in the 6th month of a post-bubble rally (Naz +30%, S&P +20%, DJ +20%). Naz is up 50% since last October.

A "decent-sized dip" in Sept/Oct is a lot more than a remote possibility. Keeping some dry powder sounds reasonable to me.
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