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

To: JSLyons who wrote (4207)	7/21/2002 6:52:51 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95397

Jonathan in my opinion we are rapidly approaching a day of capitulation but everyone seems to think it is coming now. NVLS reports this week. If the company does not give good enough guidance a price below 26 is certainly a possibility for a good long term entry. I would be a buyer there. In fact most technology stocks with good cash positions and low cash burn rates are likely to become excellent buys if we get capitulation. I believe this includes all the stocks on your list. The SOX has held up well. Only the hardware index has done better in the bear market. Keep your eyes peeled for that big spike up in the VIX above 50 possibly over 60 that I have been looking for now. It will happen. When it does there will be time to buy the bottom without risking overly premature entry losses. Practically everything I read this weekend suggests the bottom is near. They are probably wrong. I hope not. RtS