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Technology Stocks : Semi Equipment Analysis
SOXX 345.64-2.0%Feb 3 4:00 PM EST
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To: Kirk © who wrote (684)6/12/2001 5:45:52 PM
From: Return to Sender  Read Replies (2) of 95850
 
I invest on the long side almost exclusively. I play no games at all. In that I mean there is no hidden agenda. If I were to short something I would tell you and I sure as heck wouldn't bash the stock. I think playing games like that is totally unforgivable.

I am still looking for someone on this thread to make a clear position of where they are coming from other than Scott or Don. I would assume that you all have greater knowledge of this group than I do. However that does not mean that you have any greater ability to read where the SOX or the group will trade short term.

I would, as I have said on many occasions, appreciate it if those who read this thread would share their best picks in this group on the long side for the next leg up because eventually orders will pick up and whether it's chip equipment companies or EMS companies or any other semiconductor related group they all will benefit.

What are your favorite Semi Equipment stocks for the next cyclical expansion? Cary what are yours and why?

Finally when I make a mistake I do not mind admitting it but lets not start a witch hunt. I want to make money exclusively on the long side of this group because there are very few groups of stocks that have been able to generate profits as well as this industry. Short term stock prices may be at risk but longer term they will be higher for almost every stock in the industry. That's just my opinion and hopefully time will prove me right.

RtS
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