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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 142.62+2.2%Nov 21 9:30 AM EST
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To: Pink Minion who wrote (10116)1/27/2002 7:24:48 PM
From: Cary Salsberg  Read Replies (1) of 10921
 
SemiBear,

You have started posting recently and you have begun to put forth a bearish opinion on PCs, semis, technology. I am not sure if you are short, intermediate, or long term bearish. I seem, like most on these threads, to disagree with you, but I think dissenting views are very important at SI because analytical discussion is often overwhelmed by herd cheerleading. Please describe the time frame for your bearishness and what if anything will cause you to change your position.
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