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Technology Stocks : Semi Equipment Analysis

SOXX 299.81

+2.7%

Dec 19 4:00 PM EST

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To: BWAC who wrote (11555)	9/11/2003 1:54:36 PM
From: Cary Salsberg	Read Replies (1) of 95616

RE: "...could earn more...than..." "More...than" takes you beyond historical data and simple arithmetic to business forecasting. I used "valuations" to get 75% into cash in the first half of 2000. It was a no-brainer then, but most missed it. It is not a no-brainer, now. When it becomes a no-brainer and I post sell recommendations, most will not listen to me because of all those who will have been "crying wolf" since the bottom in October 2002.

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