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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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7301So you admit your skeletons in the closet. Got rich bilking the stockholders onrobert b furman-11/28/2002
7300I will pass on my concern for the next year in tech equipment and that is that iwillcousa-11/28/2002
7299>> but would I be right in guessing that most of you have lost significantSarmad Y. Hermiz-11/28/2002
7298I 'll just talk for my self. I've been accumulating Cohu since October robert b furman-11/28/2002
7297That is so true. I once worked for a high flier in electronics. Stock was undewillcousa-11/28/2002
7296Re <I>We're all trying to catch the bottom</I> Not to be insenszonder-11/28/2002
7295zonder, How many semi cycles have you been through? When(Not If), the semi cyProud_Infidel-11/28/2002
7294OK, those are points we are all on the lookout for. Let's see if they materizonder-11/28/2002
7293No, over the years - the cycle turn comes before any growth is foreseeable. Itrobert b furman-11/28/2002
7292<i>Now tell me what is so special about NVLS.</i> 1) The stock pricThe Ox-11/28/2002
7291>> Try "Lose a little, win a lot", I think you will be much happSarmad Y. Hermiz-11/28/2002
7290I don't own NVLS as I find better stocks to suit my goals. My point was to wKirk ©-11/28/2002
7289Kirk - Thank you but I do not need a lecture on P/E. I understand where you arezonder-11/28/2002
7288RE: "Win some , lose some." That sounds too balanced. One gets a netCary Salsberg-11/28/2002
7287<I>I just don't see where growth is going to come from. Growth so highKirk ©-11/28/2002
7286>> when we start questioning the merits of your own investment strategy toSarmad Y. Hermiz-11/28/2002
7285Re <I>if you think you're so hot in picking and timing stocks</I>zonder-11/28/2002
7284>> As for 'ill-conceived', well, I am not going to go into that noSarmad Y. Hermiz-11/28/2002
7283Possibly. I just don't see where growth is going to come from. Growth so higzonder-11/28/2002
7282Re <I>you haven't yet thanked us for discouraging you from an ill-timezonder-11/28/2002
7281Hi Zonder, Often times we expect the industry leaders to know what's next.Trobert b furman-11/28/2002
7280>> It doesn't matter, let's just drop it. OK, will do. But you hSarmad Y. Hermiz-11/28/2002
7279You seem to believe selling the stock you have in your hand because you feel itszonder-11/28/2002
7278Gottfried, thanks for the chart. Even though it is easier for me to understand aSarmad Y. Hermiz-11/27/2002
7277Sarmad, whenever it looks like clear sailing from the FA point of view, the markGottfried-11/27/2002
7276>> It would make a nice, safe topic for discussion over the holiday. YeahSarmad Y. Hermiz-11/27/2002
7275Sarmad, OT *** when a message I post is a one liner I used to put [eom] at the eGottfried-11/27/2002
7274>> What happens next? G. [end] Gottfried, I have always been puzzled by Sarmad Y. Hermiz-11/27/2002
7273Buddy, I checked the first link: entirely too much green. What happens next? G. Gottfried-11/27/2002
7272Do you want to know what I think about shorting stocks?...... I didn't thinkNutty Buddy-11/27/2002
7271bpNDX is 79% Nov11 Nov12 Nov13 Nov14 Nov15 Nov18 Nov19 Nov20 Nov21 Nov22 Nov25 Gottfried-11/27/2002
7270OT - While the shorting discussion was somewhat OT it was very useful. Thank-yowillcousa-11/27/2002
7269Elloquently stated! Have a safe and happy Thanksgiving everyone!The Ox-11/27/2002
7268P/E Myth Here is vindication for Brian on PE's from Ken Fisher at Forbes foKirk ©-11/27/2002
7267OT. Not a problem to "write it all out". Dragon Naturally Speaking. RIra Player-11/27/2002
7266OT Poker and shorts It is actually a good comparison for another reason... You Kirk ©-11/27/2002
7265Ira Player Great explanation. Thanks for taking the time to write it all out. Sarmad Y. Hermiz-11/27/2002
7264Sorry for your loss. We will likely see a gap up on Friday if there is no reallyReturn to Sender-11/27/2002
7263I have nothing against shorts.. they help make the market. Just to think they wKirk ©-11/27/2002
7262OT kirk, Your example is invalid because of the use of a person that has a fiduIra Player-11/27/2002
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