Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 348.51

+5.3%

Feb 6 4:00 PM EST

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To: Proud_Infidel who wrote (10820)	8/5/2003 11:47:16 AM
From: Return to Sender	Read Replies (2) of 95891

>This is laughable, as ANY visibility improvement will only mean higher share prices and higher valuations. Do these guys understand the market discounting mechanism? It does not sound so.< If you are wrong and the SOX and most semi equipment stocks pullback say 30% from the highs that have been set recently some time between now and the end of October I wonder if you would be humble enough to admit your over confidence? I doubt it. If you ask me you are strictly a fair weather observer. I have yet to see you add anything useful to this thread. Aside from considerable back slapping for those whom you agree with and constant derision towards opinions you do not agree with you say nothing at all. Give us some meat Brian. Tell us how much you expect the btb to increase in the next 6 to 9 months to justify higher prices? I don't just bring bad news to this thread. I bring all the news I can find that is useful. Sometimes there are opinions that I don't agree with but I don't argue with them. I try to find other opinions that support my point of view at the time. I am smart enough to realize that although the market may look 6 to 9 months out it is not always right about the future when it does so. Even if it is the market can and does trade in ranges before it breaks out higher or breaks down. Was the market accurately predicting the future in March of 2000? The SOX is currently in an ascending triangle formation which could quite easily break out higher. If however Briefing.com is right then it could still break down instead. Only time will tell and CSCO tonight could easily have a big effect on short term market direction. I wish you the best of luck with all your investments Brian but please either expand on your viewpoints with some factual data or historical references or simply don't reply to me in the future. If you have something worthwhile to add to this discussion rather than disagreeing with Briefing.com I am certainly willing to admit you might be right. And you could of course be right that Briefing.com is wrong as well. Now tell me something I don't know. RtS

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