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-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Q. who wrote (10692)	10/9/2002 12:04:52 AM
From: EACarl	Respond to of 10921

Hello "N", I've been absent from here for far too long. The semi-equips have stayed too richly valued for me until just recently. Your message prompted me to post. I started some select buying late last week in the semi-equip sector as well. The top tier companies still seem over valued, but there are bargains out there in the smaller stocks. Happy hunting!!! Eric.

To: Q. who wrote (10692)	10/9/2002 7:25:42 AM
From: JSLyons	Read Replies (2) \| Respond to of 10921

Hello N, Let us know your picks/prices. There is a lot of fear out there, traditionally a time to buy. But is this THE time? Jonathan

To: Q. who wrote (10692)	10/9/2002 7:35:06 AM
From: Mark Marcellus	Read Replies (2) \| Respond to of 10921

I'm nibbling at AMAT myself, but I do worry about the sector. I'm concerned that this is the time the music stops, and semis become a plain old cyclical rather than a growth cyclical. "Fortress" balance sheets can only protect you so much if the fundamentals of the business are eating away at the foundations. I don't have access to the historical data, but I'd bet a lot of the steelmakers had great balance sheets in the 1950's. OT: how do you plan to play the tax loss selling this year? Should be interesting.