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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: Cary Salsberg who wrote (6552)	10/30/2002 8:35:58 PM
From: Kirk ©	Read Replies (2) of 95531

I own both AMAT and LRCX. I like LRCX more for "trading" as it have far more volatility than AMAT. AMAT I just sort of hold on to... once I got 2.5x my original money out after a nice buy in 1995 or so... my basis is very low... I thought AMAT would buy SFAM for the CMP but perhaps theirs works well enough or they gave up and figure SFAM was too much a mess? I sold my SFAM on a bounce up then bought more LRCX when the sector went down. That worked very well... I plan to unload LRCX all the way up. Perhaps half my shares if we double from here... but I don't know for sure. I do plan to keep a core position. I'm giving strong consideration of rotation into some of your semi's if I can unload on a run up then we get a pullback... get a bit more diversity that way. I don't have any in the ALTR/XLNX space so that might be the choice. Thanks. Kirk

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