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Technology Stocks : Semi Equipment Analysis

SOXX 281.61

+1.7%

Nov 19 4:00 PM EST

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To: Return to Sender who wrote (2839)	4/18/2002 10:00:51 PM
From: JSLyons	Read Replies (1) of 95443

Hi RtS, I'll bring you up to date on my recent trades and current BUY/SELL points, using AIM. Generally, each trade represents a minimum of 7-10 pct of total equity value. I can't seem to make the columns line up, so I'll present them in sentence form. ASYT next buy 14; next sell 21.5; last trade - sell 19.09 ATMI next buy 26.08; next sell 38.40; last trade-Sell 34.93 AXTI next buy 9.02; next sell 12.61; last trade - buy 9.25 KLIC next buy 16.87; next sell 24.75; last trade-sell 21.43 MKSI next buy 24.59; next sell 38.72;last trade -sell 34.11 I just closed out AIM accounts in ASYS and TRKN and liquidated my equity positions. While I am upbeat on the semi cycle, I fear we may yet get some serious shakeout that could hurt these weaker players. Besides, I wanted to lock in good gains and be ready for other opportunities. Best rgds, Jonathan

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