Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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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: Cary Salsberg who wrote (10127)	1/28/2002 6:40:43 AM
From: scott_jiminez	Read Replies (2) of 10921

Well, finally, we can put Cary's money where his mouth is.... After alluding to his investing acumen for years - in the absence of any direct proof - we, the ignorant masses of SI who await his every syllable of wisdom, at long last have specific stocks to hang his oh so brilliant words on. So, welcome to the 'Cary vs. Cary....NOT' semi stock picking contest. I have created 2 purely hypothetical $100,000 portfolios, using the closing prices of 1/25/02: 1. 'Cary's' portfolio, based on the eight selections listed in his post 10127 siliconinvestor.com 2. 'Cary's....NOT' portfolio, based on eight mid- and small cap semi stocks, the type that Herr Cary so despises, using a highly subjective technique involving astrology and my friend, Madame Hubris siliconinvestor.com We'll return to these every so often to compare the performances.

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