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Technology Stocks : Semi Equipment Analysis

SOXX 294.38

-1.0%

Nov 7 4:00 PM EST

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To: robert b furman who wrote (4309)	7/26/2002 1:18:56 PM
From: Gottfried	Read Replies (2) of 95385

Bob, don't want to interrupt your trading, but maybe you can respond tomorrow. Less than a year ago when fundamentals were much worse AMAT was almost double of what it is today. stockcharts.com[l,a]daclnimy[p][vc60][iUe12,26,9!Lc20]&pref=G I think valuation has been permanently ratcheted down. Permanent is >1 year. Now everyone expects at least a slowdown in equip bookings growth [maybe even a dip] and btb can't go much higher. We know a bookings plateau lasting a few months is reasonable to expect. Other investors may take that as a sign the cycle has peaked and drive down the equips even further. AMAT below 10. We, knowing better, will hold. Then congress will pass a law making semiconductors illegal and Warren B. will run for president. :) Ignoring my last sentence above, please comment. Gottfried

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