Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 296.20

-0.6%

Dec 16 4:00 PM EST

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To: Donald Wennerstrom who wrote (27852)	1/8/2006 7:57:51 PM
From: Sarmad Y. Hermiz	Read Replies (1) of 95587

>> A little bit of "color" on STX. Hello Don. I have sold my core position in stx (which was 120% of my portfolio - the overflow was margin), having held through a 40% drop, and a full recovery. I'm in short term trading mode now. Just as an aside, stx is the only stock I had transacted in the past 6 months. I still think stx will double or triple (rise to 40 - 60), but a lot of stock is coming out of lockup, so I'll stand aside and watch for a while. Mainly I want to see whether institutions are warming up to it or not. Sarmad

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