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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: JSLyons who wrote (4310)7/25/2002 7:06:47 PM
From: Return to Sender   of 95530
 
I went shopping yesterday. Today I wish I had waited. We are seeing a little strength after hours but I have this sinking feeling in my gut that things may not straighten out much until October.

That being said for a long term AIM investor like you this is great. I believe you will be well rewarded for your purchases in quality stocks like AMAT. Heck, I think you'll make money on all your picks. You have before so why should now be different?

It just takes a change in investor perception to start the run back higher. Cyclical or Secular Bear Market it will come sooner or later.

In the meantime for me today I have to say I don't really need anymore firesales. Things are worse than I had forecast already for far too many stocks and far too many of our fellow investors.

RtS
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