SI
SI
discoversearch

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 (7086)11/25/2002 1:44:29 PM
From: Sarmad Y. Hermiz  Read Replies (1) | Respond to of 95561
 
>> I have been incorrectly cautious for the last six weeks.

RtS,

Well, a lot of people are cautious and can't make out the source of this rally. This morning, someone from PIMCO was on CNBC talking about DOW 5000 as a plausible possibility.

My experience has been that when a big move appears unjustified by news, the news usually appears later, and the move then looks completely justified.

As for me, I couldn't hold on to my 4% cash today, and went on a small buying binge. Now 100% long, again.

Sarmad



To: Return to Sender who wrote (7086)11/25/2002 2:43:50 PM
From: SpecialK  Read Replies (1) | Respond to of 95561
 
This comparison of the SOX to COMPQ would suggest that the outperformance of the SOX to Nasdaq could continue for awhile.

stockcharts.com[h,a]daclyyay[df][pb50,200!d20,2][vc60][iUb14!Uk14]&pref=G