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Strategies & Market Trends : A.I.M Users Group Bulletin Board -- Ignore unavailable to you. Want to Upgrade?

To: LemonHead who wrote (13730)	11/28/2000 1:59:47 PM
From: OldAIMGuy	Respond to of 18928

Hi Keith, Thanks for the follow-up article. I know there's plenty of Mutual Fund AIMers out there who will appreciate the opinions put forth. Since the market is in such a mess right now, I have decided to let the dividend reinvest for now. Then if we get a pop later, I can always sell shares as needed to pay Uncle's tab. Best regards, Tom

To: LemonHead who wrote (13730)	11/28/2000 4:10:10 PM
From: OldAIMGuy	Respond to of 18928

Hi Keith, Remember back some time ago I mentioned that the Semi-Equip. Manufacturers were slow to fall and then were brilliant during their next rise? Well, another shoe dropped with my favorite CGNX today. They warned that 4th qtr wasn't going to be as pretty as the first three. They took about 33% out of the stock at the opening with it down to about $17. I've been on a "once a month" diet with CGNX, so don't have an order in place to buy. That may have been the good news! However, putting in today's price, AIM's begging me to use up my entire Cash Reserve in one bite!! Here's what CGNX, LRCX, AMAT, KLIC and KLAC all look like for the last 50 weeks: siliconinvestor.com These stocks usually take 12 to 15 months to cycle from their highs to their lows. As I mentioned earlier, we don't have to hurry them. Remind me to revisit these stocks again around March to see if they've found the floor yet! I started my CGNX account in 1996 with a price of around $18/share. Today at $17.50 my account is up 78% with NO Splits! AIM is maybe the ONLY way to handle these deep cyclicals and remain invested. Best regards, Tom