Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 161.21

+2.4%

Nov 3 3:59 PM EST

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To: JSLyons who wrote (10694)	2/6/2003 10:45:08 AM
From: OldAIMGuy	Read Replies (1) of 10921

Hi Jonathan, I've not had much activity with my CGNX holding for some time. CGNX is the only equip company that I own that is really related to semi-equip. It's come close to triggering a sale a couple of times since I last purchased some more shares at the beginning of August last year. Well, finally yesterday we managed to sell 5% of the position at $23.25. That represented a 47% LIFO gain on those shares. I guess it was worth the wait. Here's what my last three years of history with CGNX look like: aim-users.com Best regards, Tom

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