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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: Return to Sender who wrote (2434)	3/27/2002 9:58:36 AM
From: Kirk ©	Read Replies (2) of 95598

Maybe one of us should start a short term industry trading thread that AD would participate in? I like the idea. Perhaps limit the thread to trading stocks on Don's list plus stocks in the SOX? It might be fun/interesting for those of us that buy or sell infrequently but would be a place to record our trades? I like to watch when Cary scales in or out of a position for example. BTW, I was waiting for $25 for AMAT and $13 for LRCX for buying more on this cycle (to add to my long position) and it seems I was much too greedy.... or the market is just getting too wise to the real value in these companies? I did manage to snag more shares for some other companies, A and SFAM(I like to take a flyer now and then on one that might go bust), at what I hope are good prices so all is not lost should we get a good recovery. Kirk

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