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

To: scott_jiminez who wrote (2384)	3/24/2002 12:24:56 PM
From: Sam Citron	Read Replies (1) \| Respond to of 95566

Scott, Before you condemn Cary for unsound judgment, you might allow a bit more time for your portfolio comparison test to unfold. Two months performance comparisons are not meaningful to investors. By all means, hold him accountable for his opinions, but give him the benefit of a reasonable time period, or it is you who may appear to lack sound judgment. Cary is probably the most conservative investor I have encountered on these threads. Almost nothing gets through his tough screens. Take all opinions with a grain of salt. It is to our benefit that he is so outspoken about his. Irreverence is a virtue. Arrogance is not, but at least it indicates a good strong ego, and his performance to date justifies it IMO. Sam