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

To: Gottfried who wrote (1193)9/24/2001 11:53:23 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95390
 
Gottfried,

<When the time comes let's remember that 'when fundamentals are at their best, large cap equipment stocks tend to offer the highest downside' Another 18 months?>

Well, we have just experienced that 18 months of downside valuation. Valuations of EPS and growth are almost identical now compared to Oct 1998. Time to start the Oct 98 to Mar 2000 cycle at this point - or do we have to wait 2 to 3 months yet?<gg>



To: Gottfried who wrote (1193)9/25/2001 1:37:28 AM
From: StanX Long  Read Replies (1) | Respond to of 95390
 
You got that right. I'll try and do a better job of getting more out at the top.

I was lucky, I took about 30% off the table in April - June 2000. That 30% now represents more than 100% of what is left, from the July 2000 tumble down until these resent lows.

;0(

Stan


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