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Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

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To: James Calladine who started this subject	6/29/2002 10:53:02 AM
From: James R.Gross	Read Replies (2) of 95487

First off I don't give a hoot about a specific company in the industry. All I know is to get to the next generation it starts with the equipment companies. Everybody understands the value in copper. I once had a house with aluminum wiring. They changed back to copper. Houses burnt down. I moved. Some day all the chips will be replaced with copper. I can't imagine the turn over in chips that will be. SFAM has been getting orders. Stock price has been appreciating. I'll ride this horse now. When others break out of base, I'll ride them. SFAM was riding high until they bought IPEC. Lots of debt. It was down hill ever since. This could be the turning point now. We'll see in a few days. But that was not little guys purchasing Friday. Gottfried, I understand what your talking about when you talk illegal. Needham & company initiated coverage with a hold one week, then the next week to buy. I looked at recent purchases and Needham had not bought any. But they did have 100,000 shares. I don't care. If they want to bring the price higher so they can get out that will be fine with me. Also Gottfried, what do analyst know? SemiBull understands the market. I watch companies getting a bunch of orders. Right now we have some oversold and good looking charts. The equipment stocks will lead the tech stocks out. Cary who do you like now? LRCX is still in down trend. I'd like to see it set a base up. I don't see AMAT breaking out of its base yet. Until the I'll ride this horse. Enjoy the weekend, Jim

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