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

To: Sam Citron who wrote (4186)	7/20/2002 1:12:33 AM
From: Cary Salsberg	Read Replies (2) \| Respond to of 95411

I am not sure what "this economic climate" refers to. I think it is still the bubble aftermath, but business failure has also turned up fraud. What will lead the economy to future growth are the new products that are being developed. The two most significant contributors to new technology across the board are advances in chip fabrication and advanced PLDs. The "communications segment" is the most reliable growth segment in the foreseeable future, the largest, and the most pervasive. Strength and leadership here is very positive. My portfolio is still very much within my expected parameters. The most difficult time in the "buy low, sell high, but you can't buy at the bottom or sell at the top" strategy is the period between "buy low" and the "bottom". That is where I am now. Good luck with your hedge. I will look to see if I understand what you are doing.