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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: Cary Salsberg who wrote (1621)	1/13/2002 2:31:24 PM
From: JSLyons	of 95574

Hi Cary. I've followed your posts avidly on the old 'Blood in the Streets' thread and elsewhere. And we share profitable investments in ASYT and, probably, a number of other semi-equips. I'm also in MKSI, ATMI and KLIC -- all now well in the black. As it happens, I have never owned AMAT. I was tempted recently but thought 29 was too high an entry point, a sentiment I recall you shared for a while before jumping in. AMAT is a great company, as are a number of other 'leaders.' Are they the best vehicles as we appear to come out of this huge industry slump? That is not as clear-cut. The post 9/11 profits in TGAL and TRKN, for example, have been sizeable. As I said before, "transition" is the key to accelerated price appreciation. "Buy a parking lot and find an oil field..." However, we can both agree that CREE is worth a look at these levels. best rgds, Jonathan

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