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Technology Stocks : Agilent Technologies (A)

A 146.36

+2.1%

Oct 31 9:30 AM EST

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To: Kirk © who wrote (545)	12/17/2004 8:09:59 AM
From: robert b furman	Read Replies (1) of 620

Hi Kirk, Today is the last day of quadruple witching options expiration- I never like this time period - very hard to guess the level or direction of Wall Streets larceny. A closed 7 cents below the 50 - do or die time to hold off dip - I liked the B to B and Tokyo Electron was up big in Japan (which was up big Nikkei). We'll see if the big boys view this sell off as a dip or a top??? stockcharts.com[w,a]daoanyay[dc][pb33!b50!f][vc60][iLk14!Ll14]&pref=G Bob Lots of SCE stocks in the same bed: stockcharts.com[w,a]daoanyay[dc][pb33!b50!f][vc60][iLk14!Ll14]&pref=G PS - talk about cross currents one brokerage says back end will have better sales in 05 ass frontend slows down - while another broker says front end has better cash flow during downturns and there fore should get better book tostock price multiple 3.3 0r 3.6 for frontend. Heck 3.3 multiple of book on Cohu would send me to the 30. 3,3 of cash in bank is current price. I say if consolidation is needed in back end - lets get it on.I've been dreaming of A or Amat to buy Cohu for years.GG Bob

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