Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 319.58

-1.6%

Jan 8 4:00 PM EST

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To: Donald Wennerstrom who wrote (10996)	8/15/2003 2:40:40 PM
From: Return to Sender	Read Replies (2) of 95697

>MRVL is up over 2 percent at the moment, and SNDK is up over 2 percent as well. Maybe we haven't been looking at the right stocks?:)< Don, not only have we been looking at the wrong stocks (to a certain degree) but we also have to admit to having the wrong bias since October 2002. Those who invested in even Internet crapola have made a killing while those of us who were mostly in cash or foolishly have been shorting the market have struggled to make comparative gains. I think it's time to look at the probability that there will be a fourth quarter rally and start making a wish list for stocks to buy on any weakness that causes said stocks to move back down towards their lower Bollinger Bands and or dare I say it... 50 day moving averages. It's time to get in the game. No, not today but at some point in the next two months when whatever warnings that do come out have taken a toll on the market. I have heard that saying of never shorting a dull market. I have also heard that a slow market falls from its own weight. So the best thought that I can contribute is that we should buy on weakness as always. The question is what do we buy and when? In the last week I missed a 10% gain on AMAT because I sold it too soon. I missed a 30% gain on GLBL because I thought it would fall further. I missed a 20% gain on CREE for the same reason. The upward bias in the market is still in place until we see a high volume sell off taking out some major support levels. I've been too careful. RtS

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