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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

4:00 PM EST

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To: SpecialK who wrote (1116)	9/6/2001 12:12:10 AM
From: Sun Tzu	Read Replies (1) of 95526

Well, I've been short BRCM since 40s and it has done well for me. I've also been short XLNX for some time and it has shown minimal gains; it is stuck up there with crazy glue. Perhaps Cary or someone else can enlighten me why XLNX deserves such lofty valuations. As for MXIM, it is on my buy list. But every time it gets near my buy point, it shoots up before I can get onboard. I like them because they have diverse product lines some of which has little competition. They've also proven management and a creative engineering team. All in all, it is a great company and has a large fan club. That means that it is a risky short, as evidenced by the fact that it moved away before I could buy it at my entry points. Like all our purchases, stocks ride the wave between mind and heart. ST PS by Friday I will know if I should close my BRCM or not.

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