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Technology Stocks : Silicon Valley Group

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To: Terry D who wrote (2849)	7/19/2000 6:14:29 PM
From: Jerome	Read Replies (1) of 2946

Thus far reporting good numbers has done nothing for NVLS. Its down about ten bucks from the day before the announcement. ASYT just reported great numbers and a good order book. And then consider the case of SFAM. Fair to middling earnings $.11, and the stock has moved up nicely since the it reported. GSNX today reported $.41 (ten cents above estimates. I believe that we are seeing a delayed reaction to good earnings reports. ASYT may go nowhere tomorrow and Friday and then do well in the next couple of weeks. This market is making a lot of long term holders of those that are playing the earnings game. Regards, Jerome

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