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Technology Stocks : Agilent Technologies (A)
A 145.71-1.2%1:12 PM EST
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To: Kirk © who wrote (210)4/12/2000 10:22:00 PM
From: robert b furman   of 620
 
Hi Kirk,

Agreed on all accounts.I particularly like A.They buy many testhandlers from Cohu ,which has been my largest position for 15 years now.All of their markets are dynamic.I would like very much to accumulate a large holding.Of course a large holding is more achievable at a lower price.

Many IPO's have a sinking test after issue.A stock without longterm holders or emotions(loyalty) is often times the first sold in markets like we face currently.That coupled with a huge new supply could provide a very opportunistic entry point.At least I'm watching and aware of A's great potential.
A's momentum rise has created the opportunity for a sell off as those who have a high cost basis get shook out.In most markets the pendulum swings too far.If and when it does,I'd like to be there.That way I can be a low cost hardly ever sell core holding stockholder too. Hehehe

Bob
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