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Technology Stocks : Semi Equipment Analysis

SOXX 324.89

-1.1%

4:00 PM EST

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To: Donald Wennerstrom who wrote (56)	10/29/2000 11:06:10 AM
From: scott_jiminez	Read Replies (1) of 95689

There's now doubt the crow was served up hot and steaming regarding my position versus RD. On the one hand I still feel what he applied could only be called 'logic' by the most extreme, slinky-like stretch...the fact is the outcome he foresaw is reality. One important clarification: while the insider selling at Klic did indeed occur near the peak, there was heavy insider selling throughout 1999 and into this year in the entire sector. Thus it remains my contention that the timing of the Klic selling was merely coincidental with the peak and not a reliable correlative measure. Again RD was lucky to be able to use this as HIS basis for the cyclical downturn (and there's a very strong likelihood there won't be insider buying prior to the next upturn). But to give RD credit where it's due - while everyone was screaming, 'This time REALLY IS different' we was saying, 'No, it isn't' and he was right. And insofar as my outlook for the near-term future...

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