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

To: robert b furman who wrote (38032)	2/7/2008 1:30:57 PM
From: Archie Meeties	Respond to of 95801

Robert, good luck with that strategy. I know from experience that I can't pull it off within the days-weeks timeframe. I wind up doubting myself too much day to day pullbacks, ignoring the many, many months of waiting and dd that has gone into the buy decision. I prefer to sleep well at night, and do, knowing that I'm buying here companies that; do things very few other companies can do, have strikingly good balance sheets, are part of a very long term growth story of spreading technology to the developing world, have zero exposure to subprime, and are trading at the historic troughs in their valuations. "Time will bail out small errors ". Yes, well said. The other thing on the horizon is the eventual consolidation of this group as well as speciality semiconductors. That's overdue and 2008 might be the year. No Idea about TER. I can't call stuff like that. Buying it under 10 was a gift, I agree.