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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: michael97123 who wrote (10073)6/2/2004 10:30:12 AM
From: Cary Salsberg  Respond to of 25522
 
RE: "...would you be inclined..."

Currently, one or two minutes ago (with 15 minute delayed prices in Yahoo portfolios), the equipment makers are about 45% of the 8 in $ value. I have thought about balancing within the two groups, less ASML, much more KLAC, more AMAT and NVLS, and less ALTR, much more MXIM, but I decided not to balance between the two groups.

When "out of favor" is corrected, maybe, my balance will be, too.


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