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

To: Sarmad Y. Hermiz who wrote (5459)	9/19/2002 2:54:25 PM
From: BWAC	Read Replies (2) \| Respond to of 95420

Sarmad, On XLNX. If LSI can be $6, then I see no reason XLNX can't be $6 as well. Maybe that is the problem?

To: Sarmad Y. Hermiz who wrote (5459)	9/19/2002 3:09:44 PM
From: Cary Salsberg	Respond to of 95420

RE: "...along with everyone else." XLNX made a multi-year low because it was raised to STRONG BUY from BUY and didn't move up much. We are seeing the opposite from 2000. Doom on the horizon and a falling market. I am holding because I don't think I can get out and back in down here. I am not adding because I maintain discipline and I used up my cash. I am not worried about XLNX's business. OT I miss you over at the AMAT thread. You didn't deal with the issue of credibility.