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

To: Donald Wennerstrom who wrote (10800)	8/3/2003 8:52:29 PM
From: Gottfried	Read Replies (1) \| Respond to of 95487

Don, VERRY interestink! It shows how inaccurate those target forecasts can be. Gottfried

To: Donald Wennerstrom who wrote (10800)	8/4/2003 12:22:12 PM
From: Kirk ©	Read Replies (3) \| Respond to of 95487

- 8/3/02 - 12 Mon 8/1/03 - Price CLOSE Percent SYMBOL Target PRICE Change WFR 7 11.29 61 UTEK 23 22.82 -1 LRCX 22 21.70 -1 all the rest with more negative numbers I show two green stocks on my screen for my portfolio today... UTEK and LRCX. I don't own WFR so I don't follow it. What I did notice is LRCX and UTEK have pretty much met their expectations for growth and cost cutting while companies like AMAT are still cutting staff to be more profitable and NVLS is blaming things like SARS for not meeting growth projections Michael Dell and Carly Fiorina said it well "Good companies manage through dock strikes, SARS, etc." I am not saying AMAT and NVLS are not good companies, they are, but that some others that might not have been thought of as good are joining their ranks and the fact they met expectations is usually #1 in how the market judges a company. I am glad I have not taken Caries advice to use weakness to "upgrade" my UTEK shares as some are up nearly 3x since I bought and I missed the bottom by a few bucks! (I have taken some profits. Bulls and Bears make money while pigs get slaughtered.) Kirk