Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: zonder who wrote (7154)	11/26/2002 2:19:04 PM
From: The Ox	Read Replies (1) of 95530

zonder, Thanks for stirring the pot. This thread can use a good debate now and then. Unfortunately, too many people get emotional when challenged. It's easier to sling insults than it is to champion one's point of view. I would suggest that one problem with shorting SCE stocks at this stage is that they are very close to the bottom of the cycle and that the turn is being anticipated, as we can see by the opinions of many of the residents here on this thread and by the way these stocks have been trading. P/Es are going to be astronomical (or nonexistent) at the bottom of the cycle. Since we can all agree that the bottom will only be viewed in hindsight, the lower these stocks get taken, the stronger the argument builds for buying - not shorting. However, if you believe that there will not be a recovery any time soon, then you should go with your point of view and short the sector or selected stock(s).

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next