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

To: Kirk © who wrote (10841)	8/5/2003 2:18:06 PM
From: Return to Sender	Read Replies (2) \| Respond to of 95916

I have only traded out of one small account this year which is up almost 40%. If I booked the losses I have available to take on an AMAT short position and a WDC long position it would cut my gain for the year back to 28%. I'm not going to suggest that I am satisfied with that return. I am not going to suggest that it could not have been more than doubled if I had just gone long last March or earlier even in October. What I am going to say is that LTBH is not what any one of us does in this sector. It is cyclical so no one who posts on this thread goes long at the top on purpose only to sell lower. No one purposely holds longer than beyond the perceived top of the market cycle. Instead the idea is to buy low enough to make money when the momentum comes into the sector. The momentum has been there for months. Now I post an article from Briefing.com suggesting that valuations have gotten ahead of themselves. The real question today is simple. It's not if I am right or wrong to agree with Briefing.com. It's not whether Brian was derisive when he suggested I should not pay for their opinions. It's not whether Cary is right that I might be missing out on greater gains by being 100% long. It's simply whether or not the semi equipment group is due a pullback here or not? The only thing I will add to that is that if anyone cannot find enough worthwhile to say about semi equipment stocks or at least the market in general then either post it elsewhere or take it to PM's. I've apologized to Brian for my overreacting to his statement. But I really did mean it when I asked you earlier this year and Brian today to bring something more of value to this thread. We should all strive to make this the best most informative thread possible. I for one will continue to do my part unless the personal animous increases.. Thank you, RtS