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 306.04

0.0%

Dec 26 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Return to Sender who wrote (11095)	8/21/2003 1:23:53 PM
From: Cary Salsberg	Read Replies (1) of 95640

RTS, Insider buying and selling is not important in technology stocks because of the heavy use of options. The hoped for course in technology is exercise options, sell stock, acquire (be awarded) more options. No buy stock required. I don't think you are correct about "fundamentals" and the bottom. There is a "fundamental" dynamic that is not talked about much. That is the technology transition from boom, through bust, to high growth. Prices that look beyond the transition are labeled with negatives from the bubble. A correction will occur when there is economic evidence to doubt a recovery and fear another "double dip" scenario. If the data continues to support a recovery, corrections will only relieve short term over bought situations and will be viewed as buy the dip opportunities.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next