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

To: MrGreenJeans who wrote (42731)	1/15/2009 9:42:27 PM
From: FJB	Respond to of 95531

"...if you see a great investment opportunity...you better not be sitting in a corner reading a book about diversification..."(W. Buffet) LOL. That's a good one.

To: MrGreenJeans who wrote (42731)	1/15/2009 10:02:36 PM
From: BWAC	Respond to of 95531

USD should do it. But be mindful of slippage. My one concern with it is the heaviness of INTC in its tracking index and INTC not being a fast mover up. 36.81% Top 10 Index Companies1 Weight Intel Corp. 36.81% Texas Instruments Inc. 9.85% Applied Materials Inc. 7.17% Right there is 53%. ------------------------------------------------ Also looking at ROM and UXI to add.

To: MrGreenJeans who wrote (42731)	1/15/2009 10:44:26 PM
From: Pam	1 Recommendation Read Replies (1) \| Respond to of 95531

An investor stated "...if you see a great investment opportunity...you better not be sitting in a corner reading a book about diversification..."(W. Buffet) W. Buffett is an exceptional investor and has a good understanding of what represents an undervalued asset. For people who know what they are doing, diversification is boring, and in my opinion, not even important. They are investing money which they donot need it for a very, very long time, so portfolio fluctuations and its volatility doesn't bother them. Buffett buys an asset hoping he never has to sell it. He focuses on buying a good business at the right price and when he goes in with the attitude of never having to sell it, he is already ahead by avoiding capital gains taxes!