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Technology Stocks : Semi Equipment Analysis

SOXX 312.76

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To: advocatedevil who wrote (7207)	11/27/2002 8:40:06 AM
From: Proud_Infidel	of 95536

AD, defense stocks when there exists the possibility they might benefit from world conflict? I will not touch defense stocks for this exact reason. Have you ever sold a stock you owned because you thought it had become overvalued? (Brian, this is no different from what a short does.) Betting on a downdraft and profiting from a bombing in another part of the world is not quite analgous to my strategy of going long quality tech companies. That is a bit of a stretch there. I will also comment that I'm personally offended by you statement I am not sure why since that was not my intent; merely stating my personal opinion. Perhaps if you are offended there is a grain of truth to what I said. Just food for thought. Regards, Brian

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