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


To: Gottfried who wrote (4804)8/9/2002 8:13:33 AM
From: Proud_Infidel  Respond to of 95546
 
G,

Thx. I knew it was substantially higher than 100%, but did not remember the specific numbers.

Brian

BTW, did you see the bottom of the article and the stocks he thought were bargains as of 4/24/01?

Our clients gained 4.6% in 2000 after gaining 43.6% in 1999. At this point in time, I see that the risk in the stock market is substantially reduced and am increasing my equity exposures, particularly to technology stocks such as Sun Microsystems (SUNW:Nasdaq - news), Oracle (ORCL:Nasdaq - news), EMC (EMC:NYSE - news) and Cisco, which I perceive as bargains after the selloff of the past six months.



Needless to say, they turned out to be even bigger bargains over the next 14 months:-(