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Technology Stocks : Full Disclosure Trading -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (7741)	2/8/2004 3:13:01 PM
From: Sam Citron	Read Replies (1) \| Respond to of 13403

OT You may be right. Especially with the Fed becoming less accommodative as the year progresses, debt could become a real burden unless Asyst's flat panel display automation business becomes more profitable soon. Maybe it would be a better strategy to ease out of the smaller more speculative names in favor of larger companies with better balance sheets that will surely capitalize on the weak dollar. I don't know if you happened to hear or read what Sir John Templeton had to say recently, but if he is right, this is not the time for excessive risk-taking.