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Technology Stocks : Semi Equipment Analysis
SOXX 319.58-1.6%Jan 8 4:00 PM EST
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To: auriculatus who wrote (29427)3/16/2006 6:20:46 PM
From: The Ox  Read Replies (1) of 95697
 
auri,
If you are going to trade this sector, you must stick with the current darlings and also you must try to determine which stock is going to outperform the group. Most of the stocks in this sector have led the pack at one time or another (over the past 10 years). The key to profiting in this sector is to be selective and timely. Buying the "right" company at the "right" time is the only way to really outperform. Don's tables are great at giving us the proper indications but one must "see" what is going on at any given time. If you buy at the "right" time, you don't have to be as selective but you might have to wait years for the "right" time. See Oct 98, Oct 02, Mar 03, etc...

Stubbornly sticking with a company for years at a time is probably going to do you no good at all. The easiest example right now, is clearly that buying WFR a year ago was a great call but holding anyone of the larger names during this same period has caused pain or worse. Similarly, ASYT was a total dog but if you bought when no one wanted it 8 months ago, you have kicked butt!

I totally disagree with the statements that suggest one can't trade this sector. Quite the opposite is true. To outperform, one should strongly consider trading these companies and not blindly investing in them. The old adage "buy low, sell high" is a must for this sector.

jmo
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