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

To: michael97123 who wrote (5907)	10/7/2002 4:23:53 PM
From: Cary Salsberg	Respond to of 95503

RE: "After today i have no confidence in any move i might make." Buying or selling in this environment is very difficult. Pricing has been made impossible. The good news is that the baby is certainly being thrown out with the bathwater. In fact, most will swear that there is NO baby! A swap allows you to disregard absolute value and focus on relative value. The market is not assaulting your ability to do this. I have traded my small remaining positions in ADPT and ASYT for ASML. I will find out how smart these trades are in no uncertain terms in the days, weeks, months, and years ahead. I think it was smart.