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

To: scott_jiminez who wrote (9775)	4/21/2001 10:11:23 AM
From: orkrious	Read Replies (1) \| Respond to of 10921

....investing contrary to these slap-in-the face indicators would be borderline foolishness if not reckless. You are certainly correct. However, look at the title of this thread and the valuations of these companies now. NVLS is not that far from its all time high. AMAT is selling far closer to a peak valuation in terms of ratios than it is to a trough valuation. Anyone investing in this industry today has to expect relatively modest returns with decent downside risk. That was not true two weeks ago. Jay

To: scott_jiminez who wrote (9775)	4/22/2001 2:14:48 AM
From: Pink Minion	Read Replies (2) \| Respond to of 10921

Has anyone noticed most equipment stocks are 50 -100% higher than early December? We've had 50% moves three or four times. Heck, we just had one from April 4 until now. So in your book we've had three bottoms. I don't believe some of you have learned ANY lessons from the past year. Remember why they call it a sucker's rally? I'll bet anyone a Mountian Dew we see Sox in the low 300's this year (cut in half). Also, we'll see true blood this summer. I hate sounding like a bear, but I also hate seeing people lose their money. Been there, done that.