Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 306.28

-1.0%

Dec 4 4:00 PM EST

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To: Donald Wennerstrom who wrote (5665)	9/26/2002 9:37:38 PM
From: Gottfried	Read Replies (1) of 95526

Don, 2-12-01 Fitzgerald said >semi-equipment is a cyclical growth business and the best entry points are when the most amount of bad news is built into the stocks. We think that will be sometime in the next 2 quarters. We suspect the stocks have made their lows in December when investors finally capitulated to the gravity of the situation. We would use those lows as the downside risk when building positions. In the meantime, volatility will most certainly persist and trading is the only way to make a return.< Well, the December he refers to saw AMAT at a low of 19. I don't berate him for being wrong, I just want to give perspective and raise doubt about his latest investment opinion. Gottfried

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