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

To: Return to Sender who wrote (657)	6/9/2001 9:53:44 PM
From: Will Lyons	Read Replies (2) \| Respond to of 95790

1 The long run trend is for DRAM prices to come down so what does that indicate? 1 So the P/E for the group is 38. Why don't we follow those that are at 5 to 15 times or maybe 20? specially if they are into the newer and faster growing sectors Many are too small to be of interest to the big funds and so are less likely to be battered if they only grow a little slowere than last year. One drawback is the small issues and limited liquidity so you have to go slowly and be patient WL