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Technology Stocks : Semi Equipment Analysis

SOXX 306.04

0.0%

Dec 26 4:00 PM EST

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To: Donald Wennerstrom who wrote (239)	1/7/2001 10:26:42 AM
From: Kirk ©	Read Replies (1) of 95640

GREAT observation! I've noticed it in my porfolio also. 8) A rather interesting divergence has occurred during the past 5 weeks since 12/1/00. At that time, the semi-equips as a group bottomed and have since been recovering - a gain of 18 percent. In the same period, the NASDAQ is down 9 percent. Usually the 2 "indices" move together with the semi-equips about twice as volatile as the NASDAQ. With the exception of 3 to 4 stocks, the semi-equips have been a good place for your money the last 5 weeks. Abby Cohen was on WallStreetWeek Friday and mentioned AMAT as one of her favorite beaten down stock leaders... 8) Abby Link: suite101.com WSW Link: suite101.com There is a guy there that actually does a weekly summary of WallStreetWeek!

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