Troy,
Thanks for your analysis. I too, have no intention of bailing on this market at this time. I am however building cash in order to take advantage of any unwarranted sell-off in the near future.
I really like the semiconductors now - LSI, ADM, AMAT, ADI and NSM. They have been beaten down so severely that there is virtually (famous last words!) no where to go but up! (Please longs - don't try to compare these companies with SOLV - without exception, they all have revenue streams and a viable, working product - this is where they are diferent from in-SOLV-ex. Thanks in advance!)
I'm a value investor - who sometimes takes a chance - that's how I got involved in SOLV initially. Although I've only had three trades in our beloved SOLV (all successful) - I sometimes wish I never had made the first trade!
Watch out - talking bad about SOLV pisses the girls off! I see you've made it on little Annie's most hated list! Congrats! I'll just bet the list is very long. It's a shame that some people can't argue the subject without getting bent out of shape isn't it? Sid, Paul, you, tonto and others have behaved admirably - keep it up!
I think what makes some of the longs so angry by our posting, is that they still believe new visitors to this thread can be convinced that this is a viable company and that they should invest their hard earned dollars in it. In other words, some still believe they can hype this baby back. I for one will continue to exercise my right to post regardless of what lunatic posts here. I wonder if they really think they are gaining the admiration of those they so long to embrace? It's sad really.
Best Regards,
Gary |