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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: RMP who wrote (4123)	7/18/2002 8:33:24 AM
From: Return to Sender	Read Replies (1) of 95443

It seems like Harry Newton has been correctly arguing for shorting technology for like 1 1/2 years. Initially I thought he was crazy. He was not. Today those who read his column carefully will find that he himself now professes to be largely in cash instruments. technologyinvestor.com I often do what I write about in this column. If I recommend that you short stocks, I often am short those stocks or about to be short them. If I recommend going long on some stocks (which I'm not recommending at present), I am often long or about go long on them. Today, my portfolio is basically in cash and triple-tax-free New York municipal bonds. I sincerely hope the information I provide in this column is rewarding to you, my readers. I provide this information for free as research for a book I'm writing called "In Search of the Perfect Investment." In return for my hard work, I'd be most grateful if you would send me your ideas and feedback. I'm new to this. I see this as a joint stumble along the road to investment enlightenment. If you want to learn more about me and my background, please visit www.HarryNewton.com RtS

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