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Technology Stocks : Semi Equipment Analysis

SOXX 306.28

-1.0%

Dec 4 4:00 PM EST

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To: zonder who wrote (7105)	11/26/2002 11:51:32 AM
From: Pink Minion	Read Replies (1) of 95525

>> If anyone knows why people are buying NVLS at this price, I would appreciate it if you could let me know. To squeeze the shorts. You have to ignore PE in this sector. NVLS has some of the highest margins and balance sheet in the industry. Which is why it has the higher Beta. Good luck if you can call the top. Why not look at the weaker stocks that have not joined this rally? FWIW, I only short this group when stocks go down on good news.

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