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

To: Return to Sender who wrote (9187)	3/29/2003 5:53:46 PM
From: Kirk ©	Read Replies (1) \| Respond to of 96005

Thanks for the charts... I sometimes read those just to see. Now as for the lack of interest in posting on the threads I am noticing less hits as well. People have gotten burnt being both long and short. It's a tough market but eventually I have to believe the bear market will be declared dead since the volume has been expanding on the upswings. I'm an "asset allocator" and have done well with a choppy market because by definition that is where the strategy really shines! (It doesn't work too well when market is in free fall, but eventually, you get CT rally and make some back and thus gain on the index funds.) Have you read these? I view these articles as MUST READS: * Asset Allocation and Diversification suite101.com * Using Asset Allocation to make money in a Flat Market suite101.com * Asset Allocation Review suite101.com shows how asset allocation smoothes portfolio returns Probably "old stuff" for you but others might benefit. The middle article I came up with a COMPELLING proof that the strategy works. Kirk

To: Return to Sender who wrote (9187)	3/29/2003 10:19:54 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 96005

RE: "...eventually I have to believe the bear market will be declared dead since the volume has been expanding on the upswings." 1. We know that the market is moving with the perceived ups and downs in the Iraq war. 2. I have watched "The News Hour with Jim Lehrer" each day and I have been most interested in the round table discussion featuring 3 retired colonels. 3. Friday, for the first time, I began to wonder if I should sell my long position and wait for an indication that the war will end and end successfully. 4. I think a non-political discussion of the military situation and its likely effect on stocks might be useful, here. 5. I was most disturbed when the retired Air Force colonel said that "supporting our troops in the field" meant providing enough men and material to allow the objectives to be achieved with minimal losses to our troops. I got the feeling that saving face might be being balanced against servicemen's lives. 6. The probability that the Iraq war will become the debacle that was Vietnam is small but rising. Such an outcome will have far graver consequences for the US, the world, and hence the market than Vietnam had.

To: Return to Sender who wrote (9187)	3/30/2003 7:39:51 AM
From: Berk	Read Replies (1) \| Respond to of 96005

RtS, I appreciate your posts even though I don't post often so, time permitting, please keep it up. A couple of thoughts on AMAT and the market: AMAT went up on the announcement of job cuts and to date hasn't gone below the price at the time of the announcement (it's there now) which is very bullish. The market over the past several weeks has shown some very bullish signs as well: first, the Naz has had two 9:1 up volume days with no intervening 9:1 down days this month which in the past has been indicative of a potential momentum thrust up (Zweig). BTW this was preceded by a similar event last summer. The Dow last week had the best advance in twenty years, also a sign of upward momentum (note the bull started twenty years ago). Whether this is a new bull or a pause in the worst bear market ever, no one knows until much later. All I know is that the upside certainly has the odds right now. A final note on semi's: is any one watching MEMC? I remember Andrew Vance always commenting on the huge upside potential in the stock on any semi recovery. Well, it certainly is acting well now.