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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Gottfried who wrote (11823)	9/25/2003 3:05:47 PM
From: BWAC	Read Replies (1) of 95530

<so there's no way out - except not get in.> Did I imply that? I assume every one of you know exactly what the score is, or you wouldn't be here today still. Remember on the Full Disclosure thread when AD was 10,000 here, add 10,000 short, add some more, and then every poster threw caution to the wind seemingly and started piling on short AMAT as AD increased his? Like the thread had about 10 people short an aggregate of 250,000 shares AMAT at one time. Everybody was soooooo sure. Valuations had to go down. I see the same thing in reverse now. No caution to the buying. Just giddy buying cause it keeps going up. Any hint of too high valuation be damned. Let me put it another way. Ya'll scare me cause you have no fear.

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