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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

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To: The Ox who wrote (12806)	12/23/2003 7:58:33 PM
From: Return to Sender	Read Replies (2) of 95541

OT ... Slow recovery? This last quarter showed the highest GDP growth rate in 20 years! Now that's not to say you are not right. It may be too early to be looking at consumer staple stocks but it is pretty hard to find bargains based on valuations in most sectors of the market. Especially technology stocks. Insider selling and momentum investing like that which we saw in RIMM today should be a warning sign to us all. That being said I can't wait to see what you buy next on the full disclosure thread. You are doing great with SYXI for sure! RtS

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