Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 299.48

-4.8%

Dec 12 4:00 PM EST

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To: Return to Sender who wrote (7069)	11/24/2002 1:10:24 PM
From: Cary Salsberg	Read Replies (1) of 95574

RE: "Do me a favor and listen to this interview..." Two quotes that stand out: "Don't be fully invested here" and "Come back in 6 months when risk will be much lower." I was not impressed. We all know that this rally is not based on strong forward visibility and strong fundamentals. We know about seasonality and other historical and cyclical factors. I don't believe the analysis of psychology in recent bull and bear markets was accurate or convincing. I don't know anyone, except, maybe, Bob Furman, who is certain that the bottom was reached in October.

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