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Technology Stocks : Semi Equipment Analysis
SOXX 346.30-4.1%Jan 30 4:00 PM EST

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To: Donald Wennerstrom who wrote (661)6/11/2001 12:24:35 PM
From: scott_jiminez  Read Replies (1) of 95823
 
<<Some of the individual PE's are getting a little pricey.>>

I've learned by lesson in this sector: buy and hold when the PEs are absurdly high. Sell and wait when the PEs are absurdly low.

This is the very real take-home lesson of investing in this sector...and has been validated in a typical fashion during the current cycle.

Scott.
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