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Technology Stocks : Semi Equipment Analysis

SOXX 306.14

+0.4%

Dec 24 4:00 PM EST

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To: Donald Wennerstrom who wrote (11157)	8/23/2003 12:11:23 AM
From: Cary Salsberg	Read Replies (1) of 95632

RE: "The last couple of weeks really remind me of the 1999/2000 area..." May I suggest you look at JDSU. It has rallied recently to the $3.5 to $4 range. Somehow, that doesn't "remind" me of the 1999/200 high of $120. Which stock on your list shows signs of matching SDLI's rise from $8 in 1998 to $900 in 2000 (acquired by JDSU)? What is really interesting was that employees of SDLI were reluctant to sell at $900 because they believed it would go much higher. I bought some ASYT in 1998 for ~$5 and in 2000 it hit $134. I didn't trade my EGLS for CMOS when they were both $10 in late 1998/early 1999. EGLS went to $36 in 2000, CMOS to $170. I guess, I don't agree with your "as good as it gets" statement. 25 to 45% is nothing compared to 17 and 27 baggers!

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