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

To: michael97123 who wrote (17689)	8/6/2004 9:35:29 AM
From: BMcV	Read Replies (1) \| Respond to of 95639

>> I think the poor jobs are still largely a function of high productivity but what do i know.<< I agree. A good jobs market may be important for consumer confidence, but it may be less of a confirmation of a strong economy than it was in the past.

To: michael97123 who wrote (17689)	8/6/2004 10:17:37 AM
From: robert b furman	Read Replies (1) \| Respond to of 95639

HEHE, Me capitulate nah. Heck if things get cheaper - I'm set to do some buying.GG Just an add to. The Naz violated it prevous low yesterday.I always keep some buying power buried in high liquid stocks that I can bail out of quickly - just to shore up (reduce my margin)so I'm not emotional at a bottom. Over the last year I've sold puts on Oracle - which gave me a low risk high liquid investment that hasn't done squat. I've maintained my equity whils others have fallen a much higher percentage.So I lost pennies and snagged some SBSE which is down from 19ish. These are all no debt high margin electronic component manufacturers. They are all profitable - but need an economic recovery to get REALLY profitable. If we don't have that -I'll low ball some more and wait till we get a runup. I can be patient. Mr Softee just turned green as the Dow is down 100 plus - some interesting cross currents. Tech a safe haven - must have had too much coffee.GG These great tech companies are almost like banks - If the lights are going to go out at least it will feel good knowing that it was your finger on the switch.GG Hold with Confidence - in confusion there is opportunity. Use these dips to position your portfolio into stocks you KNOW are leaders and solid. If they get cheaper - buy more. I always have the long term in mind - my future envisions a world with MANY more chips in it whether it is 04 - 05 - 06 it matters not. WOW market has swung 40 points in 3 minutes. This is RtS's volatility at work. Bob Edit:Amat just went positive - I'm beginning to wonder if this isn't a huge short trap?? Perfect set up for a reversal - blame it on reduced Oil which the Saud's are literally pouring into the market. Shoot my SBSE just turned positive - this trade is going to work out great - Gulp