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Technology Stocks : Semi Equipment Analysis

SOXX 348.51

+5.3%

Feb 6 4:00 PM EST

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To: Cary Salsberg who wrote (11341)	9/17/2003 12:51:09 PM
From: Sam Citron	Read Replies (1) of 95888

Cary, I would like to revisit a conversation we had earlier and which began with your recommendation that investors switch to the quality names as the recovery unfolds. We then got into a discussion of when might be the optimal time to make such a switch. I even did some backtesting of the hypothesis based on AMAT as a proxy for quality and KLIC as a proxy for "non-quality", but you disagreed with my selection of a particular time period. I am now convinced that had we framed the discussion in terms of large cap v. small cap performance instead of high quality v. low quality names, it would have been more fruitful. Here is a start: Message 19311735 You might also see my reply to Gus suggesting that small cap stocks tend to outperform large cap stocks for at least the first 3 years of a recovery. siliconinvestor.com Sam

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