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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: Return to Sender who wrote (3328)	5/29/2002 8:25:11 AM
From: robert b furman	Read Replies (1) of 95572

Hi RtS, What seems lost in this aggressive market share winning tactic is that Mr Osha was about the highest earnings estimate out there and he trimmed it a whopping penny. I view the yield story and payback from their huge investment as the real story - but the market wants to take the negative road. I'm ok with that - I hoped to buy Intel bacl @ 28.I did and scalped a little profit after rolling out at 34.I'm thinking 26.50 will be revisited (recent low) and then Q2 might confirm what a powerhouse Intel really is.Intel has an uncanny way of double dipping - watching 26.50 and 23.50 real close - mortgage the house @ 19.50. I remember 23.50 was a resistance until 9/11 dropped price to 19 1/2. I was lucky enough to buy 3000 shares @19.50 - man if only I could re visit that entire trip from 19 1/2 to 34 on a second round trip.I'm still dreaming this a.m.. I'm not sure I'm that patient.gg Bob

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