Yakov, I hate going in front of freight trains, right now I think that the move in the semi is going to cary the semi-caps, just like the move to new highs of CSCO is going to take with it some others. I was not planning to buy until the end of next week, and I am going to wait until late Wed if I jump back in. So many bargains to chose from, CYMI, VECO, AMAT, SVGI, CS and even stock which I have been in for some time and have not suffered much in the last decline like HAUP (if I get a dip back just under 5) or THQI (which I foolishly deserted after two years at 16.5, I felt a five bagger was fair for two years or so).
Zeev |
