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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 160.52-4.9%Dec 12 9:30 AM EST

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To: EACarl who wrote (9387)1/23/2001 8:00:12 AM
From: scott_jiminez   of 10921
 
Eric - Good to hear from you. You make some excellent points. I seem to be consistently on the short end of the fact-based, logic-centered analysis. With so many seeing my perspective as bone-headed, there must be an incredible element of truth to it....

I’ll return with some of my own comments later. For now, the logic presented here Message 15227664 contains some of the points forming my POV. In short, there's a reason many institutional investors are not calling this a sucker's rally...and why many self-proclaimed ex-suckers so often find themselves playing water-boy on the sidelines while the action flys past them.

BTW, I just traveled through Greensboro on my way from CH to Hawksnest for some downhill. Perhaps we’ll get together at some point.

Scott
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