Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 291.39

+2.8%

Nov 26 4:00 PM EST

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To: kdavy who wrote (5531)	9/21/2002 10:54:54 PM
From: Gottfried	Read Replies (1) of 95480

kdavy, I'm too optimistic to do anyone much good. One approach would be to try timing by observing the Naz and SOX and sell [even at a loss] when they appear to top again. Then wait for another bottom, while watching VIX and buy back. Easier said than done. Valuation investing is even tougher because the Market changes its mind on that AND the cyclic semi equipment stocks always have high valuations near a bookings trough. That used to be considered OK, but not now. Gottfried

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