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

To: Sun Tzu who wrote (8924)	3/10/2003 12:49:51 PM
From: Return to Sender	Respond to of 95623

I'm open to suggestions. I think any of Cary's favorites would be safe bets to buy and hold for a few weeks. However I think a few other stocks may give a bit more bang for the buck. Stocks like CYMI, SNDK and QLGC if they fall a bit more. I'm thinking another 20% or so. Ideally I would like to see new lows for the SOX and most of the semiconductors regardless of how well the individual companies have been performing but I may be wishing for far too much in the way of low prices. MRVL, SLAB and ICST having been holding up a bit too well but I think but they merit further investigation. ASYT, A and numerous other stocks offered doubles, or near doubles, on the last upswing from the October lows. RtS