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Technology Stocks : Semi Equipment Analysis
SOXX 302.84+2.0%Dec 2 4:00 PM EST

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To: zonder who wrote (7133)11/26/2002 12:55:21 PM
From: Proud_Infidel  Read Replies (2) of 95515
 
I have a "problem" because I said you should make investment ideas on your beliefs? Or I have a problem because I wondered why you were coming to a bulletin board for valuation ideas from others, most notably on the PE on NVLS; PE being a near meaningless method of valuation for this sector at a trough. If you really ran a fund, you should know basics such as this. If my problem is pointing all of this out to you, then so be it, I have a problem.

Regards,

Brian
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