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Technology Stocks : Ring the Bell - When to sell semiconductors? -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (6)	1/24/2004 4:06:29 PM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 34

Brian, Thanks for starting the thread. The period from '98-'99 was marked by a really large number of IPO's. I suppose IPO's are an indicator that stock prices are extremely attractive to sellers (meaning really high). And that business will be lost by existing vendors to new startups. Also, investment dollars will be pulled from by existing companies to speculate in the new stocks. We know that dot.com sector had a tremendous number of IPO's, and there just wasn't enough business for all of them. Same for communication equip companies. Does anyone here recollect if the Semi-equip sector had many IPO's ? Sarmad

To: Proud_Infidel who wrote (6)	1/24/2004 5:08:40 PM
From: Gottfried	Read Replies (1) \| Respond to of 34

Brian, this snippet of news from WSJ is germaine: "HEARD ON THE STREET from The Wall Street Journal. One of Wall Street's biggest bears couldn't escape last year's bull market without being mauled. And the 35.6% stumble experienced by David Rocker's hedge fund underscores the difficulty these days facing short sellers." online.wsj.com It shows how difficult it is to mentally overcome a bearish prejudice. That goes for bullish, too. We have all seen people come forth with reasons why the decline in their stock is just temporary - the FA still looks great. All the while the decline continued. We must remain aware of that. Gottfried