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Technology Stocks : Semi Equipment Analysis
SOXX 285.23-3.7%Dec 17 4:00 PM EST

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To: robert b furman who wrote (1609)1/12/2002 7:58:13 PM
From: Donald Wennerstrom  Read Replies (2) of 95596
 
Bob,

Thanks for the suggestion of GGNS as a possible addition to the list.

Little did I know when I started out doing this list about 4 years ago that I would still be at it. When I started, I had 40 stocks in the list, which is now down to 29, mostly due to mergers. I started my list in a spreadsheet where it still is today. Spreadsheets are nice in some ways compared to a database, but in other ways it is not good. If the number of stocks stays the same, ie, 29 - the system works great. If a stock disappears for some reason, then the whole spreadsheet has to be adjusted. In the beginning year or 2 this was not too much of a problem, but now the spreadsheet(s) are getting so big, a lot of time is required to readjust the spreadsheet if a stock is lost or added.

I have thought about this problem quite a bit lately, but have not come to a decision as to what I will do. One possibility is to "start over" with a new baseline. If I did this, I would review the semi-equip "world" and probably add several new stocks, one of which could be GGNS.

Let me keep working the situation. In the meantime I will remember GGNS as a worthy addition to the group list when I decide to make a change.

Don
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