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

To: Proud_Infidel who wrote (6072)	5/12/2003 3:01:52 PM
From: Sun Tzu	Respond to of 25522

I guess this brings me to my investment theme for this cycle that it is better to buy the technology stocks in the top-down order of food chain than not. Last Wednesday (or Thursday) I made my first high tech trades in a long long time. I bought CSCO and VRTS because they benefit more from the crummy market than SemiCaps or storage equipement makers. I still regret of have left SZE and AHO too early; I left $2.50 on the table on those and that is at least a third of gains (percentage wise)...anyway, whatever technology impression I form by next Tuesday is whatever image I think we are stuck with over the next 2-3 months.