Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Return to Sender who wrote (3413)	6/4/2002 10:57:59 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95632

RtS, No, not surprised on the SOX because I watch the it pretty close every day and always check at day's end to see the results. You are right, however, the Group of semi-equips did have some "red". Five of the 28 stocks in the group were down, namely EGLS, PHTN, TGAL, UTEK and VECO. All told, a good little recovery today from the last few days of pounding. The SOX was up 3.4 percent and the Group was up 2.2 percent. It will be interesting to see how the SOX and the Group wind up tomorrow. The overnite news will probably have some impact one way or the other. Don

To: Return to Sender who wrote (3413)	6/5/2002 12:07:48 AM
From: Gottfried	Read Replies (3) \| Respond to of 95632

RtS, >We are reaching a state of disinterest among investors.< Others say - without supporting evidence - there's still too much complacency. It bothers me that nobody seems to quantify. If these statments are based on anecdotal observations around SI, then we need to acknowledge that the 'weak hands' have left long ago. Only survivors are left and they are certainly not complacent. Most seem to day trade, even if they didn't two years ago. Disinterest? Anecdotal again: some of my neighbors are just scared to invest now. But I don't know how to quantify that. I'm saying far too many talk about complacency and disinterest without any measurable backup. Their observations may be true, but are nearly useless because you cannot project how much complacency or disinterest is too much. We're better off talking about P/C ratios and such. Those can be measured. Gottfried