Good morning Joe Dancy,
Sure I'm back, and I continue to watch what you few left, Fsii investors, have to say.
I just give myself lucky timing on cashing out of this Sector, although, I'm still in the Micron reduction players (Asmlf, Cymer Dpmi). I started buying these, the last week of Dec (good prices, based on tax selling),, and have been been pleased todate.
As you guys probably already know, I'm more pessimistic about 'The Asian affect' , than most, so I'm sitting on the end of my chair, trying to read between the lines of these Co's, going forward statements (Cymer reports next week).
I just feel that the traditional players (Amat, Nvls, Klac etc,etc) will be dead money for a while, and as I get older, I think my day trader skills, have seen better days.
All the best. |
