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

To: Return to Sender who wrote (5300)	9/5/2002 5:32:43 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95487

Sounds very good RtS, but at the moment, if you had a license to print money and sell it in the market place, the stock would probably go down. The market is ignoring all good news and good buys right now. One of these days a catalyst will appear that will change that, but right now you would probably be further ahead to short the stock - it may go down another 30 to 50 percent - then it will be a "really good value". Right now I am "hunkered down" to listen to the Intel conference call. Like I said (paraphrased from an unknown source), let no good news go unpunished. Don

To: Return to Sender who wrote (5300)	9/5/2002 8:04:25 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 95487

I believe this is terrible article for investors. I started working with HP people in 1973 as a rep for a timesharing company and I (my own company) was an HP OEM and VAR from 1976 to 1985. I believe that HP was, at one time, the best American company, ever. Naturally, I am interested in A and it is on my prospects list. I don't own any. This article provided no real information about A's products, markets, or competitive positions. I will repeat, "products, markets, or competitive positions". Without a firm understanding of these, you should only trade based on TA, charts, and the tape. You can't invest. The article pretended to give a fundamental analysis of the company and to conclude that it looked like a buy. PRETENDED!!!