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Technology Stocks : Semi Equipment Analysis
SOXX 309.36+2.2%4:00 PM EST
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To: Sam Citron who wrote (7359)11/30/2002 3:45:24 PM
From: Cary Salsberg  Read Replies (2) of 95520
 
(1)I have posted that ~20% of my liquid assets and ~10% of my total assets are in stocks. Variations in these numbers from previous posts are due to stock price fluctuations.

Of my stocks, CSCO is ~5%, CMOS is ~5%, GE is ~1.5% and the rest is divided among my 8. AMAT is ~10%.

(2)I have posted that market growth, competitive position(sustainability and barriers), and financial strength are the keys to my investments. Back end companies don't compare well with AMAT, ASML, KLAC, and NVLS in these areas.
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