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Strategies & Market Trends : Moufassa's Lair -- Ignore unavailable to you. Want to Upgrade?

To: Lone Star who wrote (4638)	2/7/2002 10:47:27 AM
From: KevinThompson	Respond to of 13660

Hard to argue with anything you've said. I do follow the other semi-equip makers as well. I used to be very bullish. My recent experience has been a little trying also. I do the math and compare valuations, and it's quite clear the tech market was again expanding in a bubble. But I painfully discovered that fundamentals facts don't always matter. I've been burned over and over for predicting valuation trends, while the market keeps going up. I guess if it was that easy, we'd all be rich. The story is still being written... Perhaps it depends on our individual horizons. The thing I've learned most over the past few months is that you can get beat badly bucking momentum, even if you know the truth to be contrary. I'm rambling.... Good luck, KT