Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Kulicke and Soffa -- Ignore unavailable to you. Want to Upgrade?

To: scott_jiminez who wrote (4548)	11/6/2000 11:10:56 AM
From: Dale Knipschield	Read Replies (1) \| Respond to of 5482

I thought this was the KLIC board,not the Scott J. site. Perhaps you could take your pissing contest with everyone who disagrees with you in the least, to another forum. I'm sick of reading your boastful posts. If you're so "clear, logical", and whatever, blah, blah, blah......you can probably get a 6-figure job as an analyst with any of the major Wall St. brokerages. Go for it! Regards, Knip

To: scott_jiminez who wrote (4548)	11/6/2000 5:25:29 PM
From: Cary Salsberg	Read Replies (2) \| Respond to of 5482

Scott, RE:"I feel you were blinded to the summer/fall downdraft in the sector because of your intimate association with the industry" My goal beginning '98 was to double the dollars invested, have my portfolio grow to the point where my investment was 24% of the total, move 76% to CDs, and retain 24% for the next cycle. Currently, 68% of my target is in cash, 62% CDs (all IRA money), 7.2% of my target is SVGI (also IRA, target 8% sale, cost $1.59/share), 16.8% remains in stock (CSCO, AMAT, KLAC, ASYT, GE in taxable account and ADPT in IRA account). So, I am at 92% of may target after the summer/ fall slide. At the peak of March, I was at 110% of my target with 40% of my target in cash. At the end of April, beginning of May I was at 100% of my target with 66% of my target in cash, 60% CDs. I have gone into great detail to show you that I have not been "blinded" to or by anything. I have very accurately gauged the semi-equips, their business and cycle, and the stock market and I have benefitted greatly by it. I bought low and I sold high. If you accept the truth of my performance, you must change your "feeling" that I was "blinded." I would be interested in how you arrived at this "feeling" and if you care to "defend" it. As far as the value of the AMAT thread is concerned, there is a post from me to Pat Mudge a few months back wherein I thank her for her work on the CMTO thread and warn her about the AMAT thread and AMAT. It is post 36576. I think this also might change your "feeling" that I was "blinded." As I said before, I am not sure that we have basic disagreements. I believe that you have arrived at conclusions I don't disagree with by way of faulty logic. Cary