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Technology Stocks : Ring the Bell - When to sell semiconductors?

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To: Proud_Infidel who wrote (31)7/16/2004 12:13:59 PM
From: robert b furman   of 34
 
HUH ME????

UH UH

But it sure looks like we missed hearing it.GG

I think your premise that there is a bell is flawed.

NO $HIT dick tracy as he walks off muttering to himself.

These values are just unbelievable - to be seeing them in the face of improved orders and profitability is nnot how I saw the scenario playing out.

The next few years will be sloe consolidation as this sector is suffering from the once bit twice shy reactions of the 2000 top.

It is understandable.The best way to play it is long term consolidation and buy on dips.Be happy with long term investment and watch the underlying companies create wealth thru profitable operations and may the best machine win.

JMHO

Bob
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