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Technology Stocks : Semi Equipment Analysis

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To: Julius Wong who wrote (4350)	7/28/2002 11:53:33 AM
From: Gottfried	Read Replies (2) of 95536

Julius, after reading the full text of Getchen's article I conclude that GS should have avoided this apparent conflict. >Maybe it was just a giant coincidence that a Goldman Sachs trader put in an order to buy almost seven times the open interest in call options on the Semiconductor HOLDRs half a day before the firm advised its clients to buy into the sector. Although the shares in the exchange-traded fund closed on Friday roughly where they had wound up the previous day, they rose 3 percent early in the day as news of Goldman's upgrade spread. It is unclear whether the call options were sold.< I admire Ms Morgenson's reporting. Gottfried

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