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

To: Sarmad Y. Hermiz who wrote (11891)	9/28/2003 11:13:41 PM
From: The Ox	Read Replies (1) \| Respond to of 95503

He said fund managers who are satisfied with their gains will now re-balance their holdings to mimic their benchmark index. So they will reduce their position in stocks that had above average gains to the level of their representation in their target index. So unless a buyer steps up to absorb the shares, the price will stay weak. Precisely.

To: Sarmad Y. Hermiz who wrote (11891)	9/29/2003 1:12:17 AM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95503

Well, good luck to you Sarmad - since you are in the market, I think I would do as you are doing - staying in. I definitely think we will start back up the left side of the bubble this fall - as I said before, it is just a question of when. I haven't been able to find any LSI specific issues which caused it to drop so much this week. I would have liked it better if it had been more of an "average drop"(like say 8 to 10 percent) to show a little more strength, but maybe it will recover nicely this week. Don