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

To: Return to Sender who wrote (10437)	7/5/2003 10:07:25 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95520

RtS, Frankly, I'm not sure what evidence this article brings to the table except a lot of statements about "how things are going to explode for the better". <An upgrade to overweight is a risky bet and we are uncertain whether we will take this step, but more aggressive traders may wish to position for a trading rally.> I wonder what the author thinks has been happening for the past 3 months if not a rally? Sounds like he is a little behind the times.:) Don

To: Return to Sender who wrote (10437)	7/5/2003 11:48:58 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 95520

RE: "So far not one person reading this thread would be a long term buyer of SCE or semiconductor stocks at these prices." My buy range for AMAT was $12.5 - $20, so I would buy AMAT at current prices.

To: Return to Sender who wrote (10437)	7/6/2003 9:36:06 AM
From: Kirk ©	Respond to of 95520

So far not one person reading this thread would be a long term buyer of SCE or semiconductor stocks at these prices. I could sell UTEK, AMAT, LRCX and Agilent at market price for $14.95 in my IRAs. I have not because I don't see better alternatives for my money AND I fear being left behind if the market takes off and then posting daily why I think the market should come back inorder to convince myself that I am doing the right thing being out of companies I think will be much higher in the next few years. Market timing is damned near impossible to do right over and over. I think your best solution is to do what Cary does or what I do (trade around core positions where you slowly grow the number of shares in the core over time with small bits of TA vs FA) or do what the AIM folks do (which seems quite similar to what I do).