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

To: Donald Wennerstrom who wrote (12633)	11/24/2003 7:51:29 PM
From: Sarmad Y. Hermiz	Respond to of 95566

Don, the market owes us a 100-point day sometime this year. We had amazingly good economic numbers that were dismissed by selling-off. Altera and Xilinx reported 68% and 60% gross margins, and their stocks were beaten down 10% immediately. That was a very perverse reaction on the part of sellers. Now that the sell-the news shorters ran out of money or guts, the market will resume where it left off. I think nasdaq 2050 is a sure thing this year. And ... ahhem, I'm still 100% invested waiting to sell on that day. Unfortunately, LSI has not budged an inch. Sarmad