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

To: Kirk © who wrote (10973)	8/14/2003 12:26:08 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 95738

RE: "Carey" Closer than "Caries", a previous effort, but it is Cary! RE: "I know you don't like them but I've made a ton of bucks on both..." I don't "like" or "dislike" them. I owned them and I don't own them, now. I see a large number of investors who buy on wishful thinking and continue to post to reinforce their rationalization. Guess what? Some make "a ton of bucks" or other descriptions of profit. There is luck involved. Most are unwilling or unable to consider luck as the reason for success. They prefer to believe that the success confirms their investment acumen. Fortunately, the years from 2000 to 2003 have set the record right for most, if not all. Note that I did not use the results of Don's tables to knock UTEK and LRCX. You felt compelled to discount the evidence of the numbers with some comments that you don't seem to want to amplify.