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Technology Stocks : Semi Equipment Analysis

SOXX 270.83

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Nov 21 4:00 PM EST

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To: Gottfried who wrote (3961)	7/15/2002 11:31:14 AM
From: Sam Citron	Read Replies (1) of 95456

G, Great interview (Seth Glickenhaus). Thanks for pointing it out. Sixteen years seems like a long consolidation period, but he points out it is not unusual. (I believe he means until the averages supercede their previous peak...including the Nasdaq.) Wonder if I should go into deep hibernation. <g> Found this revelation quite surprising for a professional money manager: Unfortunately, in a few cases, we had some new accounts where that's all they had [Telecom] and even though we cut back a great deal, we didn't cut back enough. But none of us are [sic] perfect. I'll say. <g> Sam

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