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Technology Stocks : Semi Equipment Analysis

SOXX 303.84

+1.3%

Dec 22 4:00 PM EST

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To: Return to Sender who wrote (11209)	8/24/2003 6:44:05 PM
From: Cary Salsberg	Read Replies (1) of 95626

RE: "Just my humble opinion" You mentioned KLIC, but you haven't looked at all of Don's charts. The initial move off the bottom corrects the excessive negativism that drove stocks to the bottom. In the '98 to '00 up cycle, I had a stock go from $0.06 to over my selling price of $9.25 (CATS). That is more than a 150 bagger. The last cycle was a distorted bubble. Business results were distorted and even more so, stock prices. If you look at Don's charts, my stocks have long term growth rates that are among the leaders. You are correct, they are "such terrifically run companies" and that means that they will grow sales and earnings more than most. They have the track record and there is no reason to think things have changed. Of course AMAT might not outgrow KLIC, but AMAT at $60 will look a lot better than KLIC at $20.

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