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

To: Return to Sender who wrote (13520)	2/23/2004 4:00:14 PM
From: The Ox	Read Replies (1) \| Respond to of 95765

5 to 10% down still shouldn't shock anyone. We've already corrected down more then 5%, so another 5% should be considered very possible. I doubt we see an additional 10% downside from here, as I've expressed in past posts. I don't invest in the 4 horsemen, as I fail to see the catalysts which would justify buying them? Especially, versus many of the small/mid caps who's growth potential far exceed that of the big 4. Other then for a trade based on a TA setup, I'd much rather invest in, and would strongly advise other to invest in, Cary's group vs. the 4 horsemen. For that matter, right now, I'm much more comfortable in the long term potential for stock appreciating in ASYT then the big 4.