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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (2269)3/13/2002 11:40:22 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95610
 
Well, you have certainly "nailed it right" so far. At this point it was obviously the right thing to do to get out last week while the getting was good.

I didn't think we would have a great week, but I did think there would be some nominal gains to make it worthwhile staying invested. It was not to be, however.

I agree with you that we should have a good rally in the near future (starting next week?<gg>) where the right thing to do is be fully invested. You have already made a lot of money this week by having your funds in cash.<gg> More to be made as well over the next few days by not going long.

Having said that - how about tomorrow - a little recovery anyone?<gg>

Don



To: Return to Sender who wrote (2269)3/14/2002 10:13:49 AM
From: Cary Salsberg  Read Replies (2) | Respond to of 95610
 
RE: " Late next week I expect I will become the closest to fully invested on the long side I have been in two years."

Will this be for the short, intermediate, or long term?

I will refrain from lecturing unless you say "long term".


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