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Technology Stocks : Semi Equipment Analysis

SOXX 342.47

+1.6%

Jan 16 4:00 PM EST

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To: Gottfried who wrote (12982)	1/10/2004 5:06:56 PM
From: Return to Sender	Read Replies (4) of 95737

>RtS, why didn't we load the truck when KLIC sold under $2? Because it was doubtful they would survive, at least that was the consensus.< You are absolutely right Gottfried. I do want to add however that I hope that at the bottom of the next cycle we will all be paying greater attention to low BP Numbers, high VIX/VXO ratios and high levels of put buying. We could have bought a little KLIC at the bottom and a lot of less risky stocks in October 2002, or March 2003, and done very well. Perhaps many did just that? I led a discussion right here about the bottom as it was being put in but I let the downward momentum cloud my judgement and did not go long long-term. Today I am concerned that it just might be possible that many here will not pay attention to the high BP Numbers, the low VIX/VXO numbers and the high levels of call buying. I'm mostly in cash. Not the place to be last week. What will the upcoming week bring? RtS

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