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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (9488)	2/7/2001 3:19:35 PM
From: The Ox	Read Replies (2) \| Respond to of 10921

Hi Ian, The reason I purchased stock in those companies is that I believe in the long term prospects of each, as well as the long term prospects of the sector. I haven't backed up the truck but I did start nibbling. FWIW, I have 2 portfolios, one for trading and one for investing. The recent semi-eq purchases have been put into the investment portfolio with profits taken from the trading portfolio. Since I have been very successful trading and investing, I'll continue to approach the market from both angles. Also, I fully understand there is a potential downside to holding these companies in today's market environment. Like you stated, the prices of these stocks can change swiftly since they have a small float and low daily volume. They may not be appropriate for everyone's portfolio but I believe they complement my current holdings.