Rick,
SI doesn't make it easy to search through old posts. I found a 3/10/2001 email I sent to a friend which states:
By the way, if I haven't sent them to you, my prices are:
AMAT 35,32.5,30,27.5,25
NVLS 35,32.5,30,27.5,25
KLAC 30,27.5,25,22.5,20
LLTC 35,32.5,30
MXIM 35,32.5,30
ALTR 18,16.5,15,13.5,12
XLNX 34,31,28,25,22
Since then I made the following adjustments:
added 40, 37.5 to AMAT; 37.5 to NVLS; moved the KLAC range to 37.5 to 22.5 (2.5 increments); added 37.5 and 27.5 to LLTC and MXIM; changed ALTR to 21, 19.5, 18, 16.5, 15; changed XLNX to 34, 31.5, 29, 26.5, 24.
These adjustments were made after the rally in April 2001. They were a response to added cash produced by selling some stock at the rally highs (expanding some ranges) and a review of the low prices before the rally (adjusting some ranges up slightly). |
