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

To: michael97123 who wrote (6169)	10/15/2002 1:38:23 PM
From: Kirk ©	Read Replies (1) \| Respond to of 95530

Today SI is a ghost town. Hardly a soul saying "it is over" except for Don Wolanchuck who says the whole thing was just a big correction. I've been buying. Last week I got some Agilent at $10.89 and it is up almost a buck now. This AM I bought some LRCX at $9.89... I didn't get any "sub $10 shares in 1998 so this was my last chance, I hope. :) I also bought more shares in a tiny, tiny telecom equip company, CACS for $0.46 this AM... I read that one of their past big customers, XOXO, is in a restructuring battle with Carl Icahn who holds something like 80% of the debt... When some of these bankrupt telecos restructure and start to move forward again, these little companies could do well... so I took a shot. biz.yahoo.com I've been following fiber company FNSR and it has blasted ahead while the fundamentals are still terrible. Hopefully, the excitement will hit the DSL companies. I even sold some of my bond holdings in my taxable account as I have a hunch they have peaked for the short term and I might as well lock in proftis there and have the money for living expenses. fingers crossed.