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Technology Stocks : Semi Equipment Analysis

SOXX 306.04

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4:00 PM EST

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To: Donald Wennerstrom who wrote (11165)	8/23/2003 3:02:07 PM
From: Kirk ©	Read Replies (2) of 95638

That is precisely the point I am making - now we are in the phase of going up the front side of a new bubble. IF you REALLY believe this, then isn't it (lack of a better word but not meaning to insult) "foolish" to not be fully invested like Cary or at least have a partial position as I and the AIM folks do? IF you REALLY knew the direction of the market, they you should be 100% long when it is going up and 100% short when it is going down. All else is really just a hedge to the admission we don't know for sure. Kirk

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