Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 288.52

-0.3%

Nov 14 4:00 PM EST

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To: Cary Salsberg who wrote (4082)	7/17/2002 1:25:49 PM
From: Sam Citron	Read Replies (3) of 95420

I have failed to convey to you and, possibly, many threaders the excitement I have at being fully invested at low prices, primarily in my 8. Why do you say that? I think you have expressed it quite eloquently. ALTR and XLNX are now two of my larger holdings. I intend to purchase more of these and the others as conditions warrant. I see that others on the semi equip threads have also begun to nibble on them as well. Diversification is a big concern for me because it is such a cornerstone of portfolio theory and because your 8 are so cyclical that I think it worthwhile to have alternates for ST investment during tech downcycles. Sam

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