Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: Return to Sender who wrote (7086)	11/25/2002 1:44:29 PM
From: Sarmad Y. Hermiz	Read Replies (1) of 95567

>> I have been incorrectly cautious for the last six weeks. RtS, Well, a lot of people are cautious and can't make out the source of this rally. This morning, someone from PIMCO was on CNBC talking about DOW 5000 as a plausible possibility. My experience has been that when a big move appears unjustified by news, the news usually appears later, and the move then looks completely justified. As for me, I couldn't hold on to my 4% cash today, and went on a small buying binge. Now 100% long, again. Sarmad

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