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

To: Kirk © who wrote (11102)8/21/2003 2:45:18 PM
From: Cary Salsberg  Respond to of 95663
 
RE: "Cary and I plus the AIM folks..."

Cary is the dullest, by far. I stated price ranges in 2001 and in 2001 I picked 2006 as the top of a long, slow recovery. I bought in my ranges in 2001 and 2002. In the spring of 2002, I sold some out of the money 6 month covered calls because they were absolutely no-brainers.

Most of my interest and effort goes to monitoring the businesses I am invested in (listen to conference calls) and finding the entries for my next list (more conference calls).

I have held some interesting PM (private message) dialogues where I have stated and supported my philosophy. ICST came from a PM partner and it looks like it might be on the next list. I expect the next list to come out in 2006. I said "dull!"



To: Kirk © who wrote (11102)8/21/2003 2:46:49 PM
From: Return to Sender  Respond to of 95663
 
You are right of course. My post was more of a farce than the market is even if valuations are questionable.

I was simply trying to stimulate some discussion.

Now that you have touched again on your AIM like investment philosophy I hope you will continue to expand where it concerns your own buys and sells right here in the future.

I think we can all benefit from that information.

Thank you, RtS


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