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Technology Stocks : Semi Equipment Analysis

SOXX 312.76

+1.1%

4:00 PM EST

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To: Kirk © who wrote (6549)	10/30/2002 7:48:17 PM
From: Cary Salsberg	Read Replies (1) of 95536

Well, LRCX has a long way to go if your faith is well placed. If I remember correctly, I sold LRCX around $50 in 2000 and I sold NVLS around $60 (both after the 3-1 splits). I wonder what you think the NVLS purchase of SFAM means for LRCX's CMP. I take it as a vote of no confidence. If that is the case, CMP will join CVD as failed LRCX niches. There are a very large number of companies that will get a good bounce off the bottom. I have counseled a couple of people to wait for the bounce before switching to the companies on my list. You might consider such a switch. There is no doubt in my mind that AMAT provides both greater reward potential and less risk than LRCX.

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