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Technology Stocks : Semi Equipment Analysis

SOXX 296.92

+0.1%

Dec 1 4:00 PM EST

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To: Proud_Infidel who wrote (30458)	5/16/2006 10:06:13 PM
From: Paul V.	Read Replies (1) of 95501

Brian, if I recall correctly, it appears that there is an inverse coalition with AMAT EPS and price of the stock. When EPS is up price appears to be down. Remember, when we first started buying AMAT several years ago that the train left the station prior to WS getting on board. IMO, it appears that WS is scared Sh-tless not to get holding the bag when the stock drops and upload esarly and then buys early. Maybe, Gottfried, and others can share some light on this matter. JMHO Paul

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