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Technology Stocks : Semi Equipment Analysis
SOXX 324.89-1.1%Jan 7 4:00 PM EST
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To: BWAC who wrote (28915)2/27/2006 12:41:43 PM
From: Sarmad Y. Hermiz   of 95689
 
>> So what is the solution to that problem? Is there one?

My particular and recurring problem has been that I am not prepared to accept that what is completely obvious to me can be ignored by the market for so long. And that managers of hundreds of billions of $$ can act like ignorant morons.

So if that describes the "problem" that you refer to, there is a way to cope with it. Which is to let valuations get far out of whack before buying. And to watch the effect of upgrades and down-grades, to calibrate where a particular stock is in the pump-and-dump cycle. Actually the AIM method (automatic investment management) deals with that by buying and selling incrementally when prices get far away from a neutral valuation. Of course, stock selection has to be done outside that method, and be based on fundamentals.

But if you are asking how can the US capital markets be fixed, I have no idea.

All I know is that if someone thinks that AMD processors are better than Intel's in a meaningful way, they are completely wrong. And that appears to be the basis of crashing Intel's stock price. With headlines such as "Intel: the bottom is no-where in sight". That was good for a 10% drop, AFTER the 20%.

Sarmad
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