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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Return to Sender who wrote (6442)	10/24/2002 1:39:50 PM
From: Kirk ©	Read Replies (2) of 95530

good point on the PnF charts. I don't own those high valuation companies like LLTC and MXIM even though I think they are great companies... I'd rather work there and collect options than take a poke now with the high risk. I think many of these have MANY outstanding options and I am not sure how this will all wash out if they have to expense options. Given the already high valuatinos, I prefer to limit my risk to them. Some I do own, have added to very recently (I bough these between 10/10 and 10/15) that are doing well and are way, way down compared to the big names. A @10.89 now at $13.22: stockcharts.com LRCX @ 8.92 and 10.?? now at $11.36 stockcharts.com almost ready for a double top break out or a reversal... so nervous! Kirk

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