Hi, Ralf:
Unlike you, I am just a beginning small investor. I am not an
engineer either, hence I use the so-called common sense for picking
stocks. I agree with your strategy, it is very sound.
Your pick of Intel is right: it is the best stock in semi, I think.
However, you should jump in right now at today price $55 and penny,
becuase chances are that it will not be much lower, and in any event
I don't think it will go down to $50.
MU is dangerous right now (I own some and am dissapointed), but
its volatility is, I think, a plus. If it goes up, it can go fast,
so you will probably have more chances to recover. My gut feeling
is that it will go up if not next week next month then next
quarter (I know I should ignore my gut feeling).
Another good stock, I think, is LSI. I bought some at $27.5
in Jan. and it went straight to $38 in less then a month!
But then just one company press release has sent the stock down to
$25. I could'nt find anything fundamentally wrong with the company,
so I think it will get back to the level $38 in a near future
(a couple of months, say).
I would appreciate if you give me your comments.
Bill Vu |
