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Technology Stocks : NANO -- Ignore unavailable to you. Want to Upgrade?

To: geoffrey Wren who wrote (2250)	1/12/2004 2:53:41 AM
From: ELH1006	Respond to of 2272

GTW, I have always had a love affair with NANO since I started buying semi-equip stocks. I have never lost money, always realizing 2-3 baggers. Looking back, I have typically sold at 60-70% of the top. This time, I hit the big home run for me and have been thinking more rationally,imho. From a value perspective, I think TWAV is a better buy at this time when compared to NANO and RTEC. Best of luck. Eddie

To: geoffrey Wren who wrote (2250)	1/12/2004 6:41:52 PM
From: EACarl	Read Replies (1) \| Respond to of 2272

Hello Geoffrey, RE "people in Yahoo talk about selling at 20-30x an estimate of 2005's earnings of $1.50". I would have to take responsibility for that post on Yahoo. As has been documented here in the past, I have also been in NANO since $2, and obviously done extremely well with it. That 20-30 multiple X 2005 estimate of $1.50 was intended to be the "optimistic" side of potential future valuation. It wouldn't be unusual for that to happen in this sector, and keep in mind that $30 is the low price of that optimistic range. I have sold some of my NANO simply because it became too large a % of my portfolio and put the money elsewhere in the sector. One thing for certain, we don't want to fight the trend in this sector! Best of luck, regards, Eric.