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


To: Sam Citron who wrote (11242)8/27/2003 12:38:50 PM
From: The Ox  Read Replies (1) | Respond to of 95626
 
Therefore I accord greater weight to your recent decision to take profits on GGNS than I do to your expressed opinion on the direction of the market.

I immediately bought another semi stock with the money I moved out of GGNS. Today, I closed that position in CAMP. I don't think you should view my trading moves as a direct reflection on where I think the market is going to go. I trade mostly small and micro cap semis which appear to have short term pop potential. I (usually/often) don't like to post as soon as I buy and sell because I do think that it could directly influence how these stocks trade (over the very short term) and I don't want to disrupt what might be a good (maybe I should call it stealth) opportunity. Maybe I should be more open about this but it's just my way.

The core posters on this board are very gracious for sharing their views on the markets and the SOX for the short term. Whether I agree with them or not, I like to read what people are seeing or thinking. Similarly, I will share my views when I see fit or have the time. No one has to accept my view or even share it but I do know that there are a few others out there who like to read what I may be seeing and thinking.

I would encourage you to do the same, Sam.

fwiw