Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 309.36

+2.2%

Dec 3 4:00 PM EST

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To: robert b furman who wrote (5970)	10/9/2002 10:44:23 AM
From: Proud_Infidel	Read Replies (2) of 95521

I have learned to stow my hope in my closet and just get through day by day. Hope will kill you in this market. That has been a hard lesson for someone like me who is so optimistic on the sector. A few notes here....today's upgrade of CSCO based upon valuation could prove to be significant as other brokerage houses may not want to get left behind with similar upgrades on valuation. At some point even the worst case scenario is priced in. Also, the port lockout ending could add some fuel tot he fire of those not wanting to miss the train. I hesitate on using that phrase as this during the past year the train has broken down and returned to the station several times:-(

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