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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (9850)	5/20/2001 11:54:40 PM
From: Jerome	Respond to of 10921

The ASYT response to a bad earnings report is amazing. I would think that if ASYT continues ti rise this week and the volume is more than average then ASYT is in play. We will all be watching. I have a modest list of stocks like ASYT with poor outlooks that would be candidates for some appreciation. Jerome

To: Donald Wennerstrom who wrote (9850)	5/21/2001 5:46:01 PM
From: Cary Salsberg	Respond to of 10921

In case you missed it, the market has entered the BEYOND LOGIC dimension. Since it has stayed there for years, recently, it is not that someone knows something we don't, it is that someone is dreaming something we can't.

To: Donald Wennerstrom who wrote (9850)	6/1/2001 12:56:08 AM
From: Jerome	Respond to of 10921

*** Battle Plan for Friday **** The following plan will work if we have a strong open and a strong day on the Nasdaq. 1) If NVLS rallies tomorrow to the 51 or 52 area because of the conference call yesterday, then sell some AMAT , buy some NVLS and write the June 55"s for whatever they will bring. The bears on this thread are not to be ignored. So when a stock spikes take advantage of it. About next Thursday, NVLS will be about where it is today. (Because nothing much has really changed). This plan is contingent on a rally tomorrow. Jerome