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Technology Stocks : Semi Equipment Analysis

SOXX 344.71

-1.1%

Jan 23 4:00 PM EST

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To: Donald Wennerstrom who wrote (13356)	2/15/2004 7:57:37 PM
From: Kirk ©	Read Replies (1) of 95761

FWIW, I've taken profits in Agilent... More than once... but it is still more than 4% of my personal & Newsletter portfolios. Unlike the others, I've not had an opportunity to buy any shares back for additional profits. I've had much better luck doing that with CACS, LRCX, UTEK and to some extent GEOG (a penny stock that looks to be breaking out... again.) Lets see if I can dig up a chart for GEOG suite101.com Sometimes it is better to have a stock you like that doesn't go straight up. Thanks for your interesting table expansion this week. I think you are showing that the "experts" really don't follow fundamentals. By the time fundamentals tell us something, it is probably too late. I think to be successful in this sector we really need a deep understanding of what is going on. For me, that means knowing that the World is going to be pretty much run with semiconductors and buying the quality SemicapX stocks is similar to buying options on Intel, MXIM, etc that don't expire. Having former process engineers and IC designers in this forum sure is nice to bounce ideas off each other. :)

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