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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Thomas DeGagne who wrote (319)	2/10/2001 5:07:47 PM
From: Donald Wennerstrom	Respond to of 95622

Tom, ASYT, MTSN, and LRCX are stocks that I like as well. I am long ASYT and LRCX. Are there any stocks on the table that you believe are very unlikely to drop more than 25%? To minimize downside, I tend to look at those stocks in the table that have the lowest values of PE and PE/G. As an example, picking CYMI again, having fallen so far, so quickly, the tendency should be for a bounce in the near term. To test that hypothesis, it will be interesting to see the price action of CYMI in the coming week. We seem to be in very turbulent times. As I peruse the threads, I see predictions for the NASDAQ composite anywhere from 1900 to over 3000 in the near term. Who knows what Greenspan's Fed is going to do next. IMO, he will have far more to do with the stock market direction than any other single factor over the near term(and eventually the long term as well). Good Hunting and Good Stock Picking Don