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

To: Return to Sender who wrote (6138)	10/13/2002 9:42:02 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 95480

>> I guess it's the old question of too many eggs in one basket. RtS, I know. That is always a potential problem. My portfolio used to be 50% wdc, and 50% other. Well that other lost about 80%, and wdc appreciated. So now wdc is 80% of my portfolio. A couple months ago I posted that I sold a thousand shares of Xylinx for about $20/sh, and replaced them with 6000 shares of wdc at approx 3.30/sh. Sam replied that I was going down in quality. Well of course since then, wdc went up 50%, and Xylinx went down 20%. Anyway, I feel in this market anything can happen. As long as it is bad. I have 8000 shares of ITWO that went from 9/sh to 50c. That is since January of this year. What the hell was that about ? I wonder what are the chances of itwo tripling to 1.50/sh versus AMAT tripling to $36/sh ? Well, it looks we'll be starting the week on a sour note again. As usual. Sarmad