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Technology Stocks : Semi Equipment Analysis
SOXX 306.28-1.0%Dec 4 4:00 PM EST
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To: Return to Sender who wrote (10106)6/13/2003 10:39:02 AM
From: Cary Salsberg  Read Replies (1) of 95525
 
RE: "Sure the creme has risen. So have a lot stocks associated with very poorly run companies stocks as well."

I said, "As such, not only the cream has risen."

I try to read what you say, carefully, and respond carefully.

RE: "I find it strange that we are discussing a correction which has yet to really happen."

My portfolio is down 5.7% from the highest close and more from the inter-day high on the reversal day. That is a correction and it is continuing today. The technical overbought situation has been helped by valuation downgrades and questions about the economy and H2 '03. I think a discussion is valid.

ALTR and MXIM have a disadvantage. They have good margins and real sequential sales and earnings growth. They have had a good run, more than double from October bottom to recent peak. They are an easy target.
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