The question should be why would you want to "own" SOX stocks for LTBH. I think they'll come and bite you back even if we have a massive rally. I can't give you a general recipe, since some may hit ne lows on the next retrenchment (candidates, INTC, AMD, VECO, NEWP, BRKS and even AMAT, and who knows, maybe even mighty KLAC if they want to use their earnings report next week to shave some 20% to 25% from it. In any event, always use stops, don't change your investment/trading philosophy, too often.
Zeev
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