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Technology Stocks : Semi Equipment Analysis

SOXX 281.61

+1.7%

4:00 PM EST

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To: Return to Sender who wrote (2806)	4/17/2002 12:50:57 PM
From: JSLyons	Read Replies (1) of 95443

Hi RtS, I would agree. I've been using the recent move to lighten up a bit in my semi-equips: ATMI, MKSI, KLIC, ASYT, TRKN and GGNS. Like may others, I left too much on the table in the the last (bubble) move. I now use the A.I.M. system of position averaging as a risk management tool. Now, I'm selling off around 10 pct of my holdings in each and will generate more sales on further strength. As a result of these moves, I still have decent exposure to the sector (and a bunch untouched in the compound semis like AXTI and EMKR, which are at last showing signs of life) but have increased my cash reserves to a healthy level for possible reentry on any real pullback. We AIMsters have our own thread here at SI, although it's not that active any more: Subject 12596 Best rgds, Jonathan

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