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


To: Sarmad Y. Hermiz who wrote (28861)2/24/2006 1:17:31 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95622
 
Sarmad,

<<It's tough out there.>>

I have a large picture in my office that "sez it all". In the upper middle of the picture is a building emblazoned with the words, "New York Stock Exchange" and the rest of Wall Street buildings are in the background. Down below, in the rest of the picture, are about 40 bears and 40 bulls, all "tangled" up with each other in various activities. There are bulls, with horns, goring bears and throwing them in the air. There are bears, chewing and eating downed bulls on the ground. There are "scraps" of bulls and bears everywhere. And overlaying all of this is a fine "dust mix" that depicts violent activity.

It IS tough out there - one of the toughest games going IMO.

Don



To: Sarmad Y. Hermiz who wrote (28861)2/24/2006 1:42:43 PM
From: auriculatus  Respond to of 95622
 
That's why selling your upside month after month is so important, IMO. Take their money and run.

INTC is screaming buy, but I have no more fresh funds. What a shame.

NVLS might do a little run before the mid quarter update. They normally move up before earnings and these updates. Maybe I get luck and get to sell the 27.5 for decent money.

I am glad I delivered AMAT. At 3.5 times book, quite expensive. But then, NVLS has a p/b of 2 and look what good it did them for the past two years. Worst performer of the bunch.