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

To: Cary Salsberg who wrote (54444)	10/29/2011 12:38:03 PM
From: Donald Wennerstrom	4 Recommendations Read Replies (2) \| Respond to of 95737

Cary, well sometimes that's the way it goes. I will look at an article and like it from my point of view, and you will think it is "crap" from your point of view. In your post you said, <<You disappoint me.>> I am sure that is not the last time that will occur. <<It doesn't help your investment success if you can't distinguish good fundamental articles from bad, and can't tell when someone doesn't really know what they are talking about.>> I don't think reading articles, either good or bad, has much to do with investment success or not, good stock picking and timing are much more important. Also, investment style can vary immensely from person to person. What works for some may not be someone else's "cup of tea". I think we all need to contribute to this thread without being too critical of each others opinions or words that are used to describe our feelings or outlook on different subjects. Remember, the only way we can communicate with each other on these threads is through "writing". We do not have the opportunity to sit down with each other, face to face, over a cup of coffee to really communicate our feelings and reach understandings. When we can only write to each other, we need to be tolerant of possible misunderstandings. Don

To: Cary Salsberg who wrote (54444)	10/29/2011 1:30:09 PM
From: Kirk ©	2 Recommendations Read Replies (2) \| Respond to of 95737

To Don you wrote: "I hate to read Seeking Alpha because the articles are uniformly crap" Really? I post the occasional article there and would appreciate your comments on what you don't like about my last one: seekingalpha.com For SeekingAlpha... there is a lot of issues on what they choose to post due to how they make money that I won't go into... but the trick there is find a few writers you respect and have alerts sent when they post new articles. " It doesn't help your investment success if you can't distinguish good fundamental articles from bad, and can't tell when someone doesn't really know what they are talking about. You disappoint me." Maybe you forgot the taste of humble pie. Do I need to remind you of all the times in 2000 you told me your NVLS was far better than my choices of UTEK and LRCX? I probably don't need to remind you of all the money I've made as BOTH went higher (made new highs after 2000) while your choice never did. Maybe I would have taken MORE profits in AMAT back in 2000 too if people like you were not so positive on it for the long term..... I had to wait over 11 years for it to get to a good place where I bought more after taking profits in 1999 and 2000. I didn't buy my first shares of Altera until it got under $21! What was it back in 2000 when you loved it so much, over 60? I also recall you gushing on over LLTC and MXIM back in 2000 also... two I decided were far, far over valued and only bought some LLTC for my girlfriend very recently with nice gains now... Maxim was SO shareholder unfriendly they had to throw out the CEO/Founder! So... for "fundamental analysis" via Ben Graham, I recommend most here put you on ignore as I don't recall ANY of your "top eight" you went on endlessly over in 2000 are higher today or even made new all time highs since their 2000 highs... or maybe apologize to Don...