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Technology Stocks : Semi Equipment Analysis
SOXX 309.40+1.0%Dec 5 4:00 PM EST
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To: Pam who wrote (42753)1/16/2009 9:25:57 PM
From: robert b furman   of 95530
 
Hi Pam,

Great post!!

You and I are on the same page.

My holdings in order of size are:

1) COHU
2) kvhi
3) aehr
4) rtec

I am not diversified!

I do have times sleeping at night and I view it much like a good work out - no pain no gain.

I choose that profile and I expect it to make me substantially wealthier - over an admittedly long term horizon - often much longer than originally expected.

Thanks for the well thought out post - you have been an excellent new addition to this thread!

Thank you for your well thought out posts - it is refreshing amongst us ole timers who know our posts content before we read it!<smile>

Bob- a burn out SCE investor waiting for a return.
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