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Strategies & Market Trends : Contrarian Investing -- Ignore unavailable to you. Want to Upgrade?


To: Sultan who wrote (134)9/14/2006 10:01:02 PM
From: jsabelko  Respond to of 4080
 
Sultan, thanks for the heads up. The options news although not good seems to have become commonplace enough to no longer elicit major negative reactions. Who knows though. I really am trying to hold out another 3-6 months before entering too many more semi-cap equip stocks. I just think as an industry they will be cheaper then. We'll see. I may start buying first increments of a few if they retest lows. At the top of my list now would be zigo, cohu, entg, rsti, gsig but depends on valuations if they drop.

joby