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Technology Stocks : Rudolph Technologies Inc-(RTEC)

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To: robert b furman who wrote (42)1/20/2002 10:41:32 AM
From: Proud_Infidel   of 106
 
Hi Bob,

I have a position in RTEC at an avg price in the mid 30's. I must admit that when I initiated the position, I knew I wasn't getting a super cheap stock(compared to my AMAT & LRCX purchases in '96). That being said, I believe that RTEC has some of the best growth potential in the sector and eventually the prices I purchased it at may be proven to be extreme bargains.....over time that is. I don't really follow technicals on my stocks; only fundamentals. And because the fundamentals have been so piss poor over the past 18 month, I really haven't even done that.

Because I am in the process of planning a new trip to Nepal for March/April, I have no intention of even thinking about making additional stock purchases for some time.

A FWIW. We may not see multiples for the next upturn like I had anticipated because of the Enron debacle. This ugly memory will make everyone think twice before committing money for some time IMHO, although the same cannot be said of me, an probably you I am at all correct:-)

Regards,

Brian
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