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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Steve Lee who wrote (3046)	9/16/2002 10:51:28 AM
From: Kirk ©	Read Replies (1) \| Respond to of 25522

Steve I think you have done some good work on SI and I followed your Subject 51697 Nasdaq100 thread when you used to update the data there. I think some are just a little sensitive here which is understandable when our core holdings are still going down. Brian. I'll vouch for Steve. He is just going on valuation and has CORRECTLY concluded that these stocks were over valued AND that the market would recognize this. I sold a bit of my holdings in the early part of this year and have started to buy back.... but I am still kicking myself for not selling MORE... but eventually a new bull will come and then we will want our shares so selling will have risks too. This is a volatile sector and there are many ways to play it. Anyway, I hope all continue to post their thoughts here. Kirk