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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: Donald Wennerstrom who wrote (11802)	9/25/2003 12:27:30 AM
From: BWAC	Read Replies (1) of 95530

At least he appears honest and isn't afraid to speak his opinion. If he thinks the boom part of the cycle is coming in 2004 to 2005 I would tend to believe him. He has always taken the extra step to try to help shareholders better understand the business. Often quarterly or annual reports come with detailed letters like the "Thinking about CY Stock" you see on the website. But CY is already pushing that 3X sales number for market cap today? Before he expects the recovery to gain steam next year? If it pulls back to 2X sales before the boom there would be enough "safe" upside to interest me again.

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