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Technology Stocks : Semi Equipment Analysis
SOXX 288.52-0.3%Nov 14 4:00 PM EST

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To: James Calladine who started this subject10/17/2000 12:20:02 PM
From: scott_jiminez  Read Replies (1) of 95422
 
An excellent idea for a thread.

Perhaps the timing is a bit inauspicious. To wit, I created a SEM portfolio at the close of trading 28 Sept. using 8 of the most widely known/traded stocks in the sector. In the 10 or 12 trading days since its inception, the portfolio is down over 30% siliconinvestor.com

Donald, any statistical-historical perspective to this sort of sell-off?
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