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


To: BWAC who wrote (11555)9/11/2003 1:54:36 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 95616
 
RE: "...could earn more...than..."

"More...than" takes you beyond historical data and simple arithmetic to business forecasting.

I used "valuations" to get 75% into cash in the first half of 2000. It was a no-brainer then, but most missed it. It is not a no-brainer, now. When it becomes a no-brainer and I post sell recommendations, most will not listen to me because of all those who will have been "crying wolf" since the bottom in October 2002.