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

To: StanX Long who wrote (11124)	8/21/2003 10:33:49 PM
From: BWAC	Read Replies (1) \| Respond to of 95640

StanX, I think it would lead to some stock to be sold. The market would have to absorb these shares. Which I guess it has been easily doing? On the company side, some excess cash should be coming in. Either to buy back stock, pay down debt, or fritter away on pipe dreams. Good and bad.

To: StanX Long who wrote (11124)	8/21/2003 10:43:02 PM
From: Lizzie Tudor	Respond to of 95640

Well as far as the future picture of the companies involved with the selling, I don't think it implies anything. In other words I think the financial writers making a big deal out of all this insider selling are flat wrong. WRT short term trends, a tough call. A lot of tech stocks have high short ratios due to the levels of insider selling. Maybe those companies with high insider selling and high short ratios are setting up for the mother of all short squeezes. I'm trying to find a list of some of these now. I never thought insider selling meant much of anything anyway. 2001 was the largest tech insider buying ever and most of that money was wiped out in 2002. David Richie of AMCC for example lost over 10 million.