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

To: Return to Sender who wrote (13336)	2/14/2004 11:30:56 AM
From: Gottfried	Respond to of 95718

RtS, right now I wouldn't go long any of them. Even if I did, it would be for a st trade only. I just escaped my recent NVLS naked put sale with my skin intact and am a bit risk averse now. I would consider RMBS and SONS, primarily because they're being talked about on some boards I visit. I'm off for some errants. Gottfried

To: Return to Sender who wrote (13336)	2/14/2004 11:32:06 AM
From: Kirk ©	Read Replies (2) \| Respond to of 95718

You might be interested in one I like. CACS I've been trading it from the long side as it consolidates. Newsletter History: Buy 500 @ $7.0313 on 12/20/00 (-$3,531) [-$ 3,531] 500 Buy 500 @ $5.6875 on 02/22/01 (-$2,859) [-$ 6,390] 1,000 Buy 1,000 @ $4.5100 on 08/15/01 (-$4,525) [-$10,915] 2,000 Buy 1,000 @ $2.7500 on 04/25/02 (-$2,765) [-$13,680] 3,000 Buy 1,000 @ $0.4600 on 10/15/02 (-$ 475) [-$14,155] 4,000 Buy 1,000 @ $0.9300 on 03/07/03 (-$ 945) [-$15,100] 5,000 SOLD 500 @ $6.7500 on 10/14/03 (+$3,360) [-$11,740] 4,500 SOLD 500 @$11.5000 on 11/06/03 (+$5,735) [-$ 6,005] 4,000 SOLD 200 @$14.2500 on 11/24/03 (+$2,835) [-$ 3,170] 3,800 Buy 200 @$11.5000 on 12/11/03 (-$2,315) [-$ 5,485] 4,000 SOLD 150 @$16.0000 on 01/14/04 (+$2,385) [-$ 3,100] 3,850 Buy 250 @$12.3000 on 02/13/04 (-$3,090) [-$ 6,190] 4,100 I just bought back yesterday 250 at $12.30 making my exposure $6190/4100 or $1.51 a share to break-even! Fundies are great ~100% projected revenue growth for 2004 '04 EPS of $0.28 '04 EPS of $0.50 Much room for upgrades once the 6M share offering at $12.25 is complete and the institutions have their fill then they can upgrade. The lead underwriter, CSFB, actually gave a target of $12 for it when it was trading at $14 cbs.marketwatch.com CSFB gave it a HOLD in 2001 when it was in the $40's and then let their coverage vanish when the stock was under 50 cents! My guess is once they complete the offering, then they will issue upgrades. 50 cents in earings for a $12 stock with 100% revenue growth.... do da math... It peaked out at $18 so this is a nice FIB retrace.... Of course, the bears think it is going back down..... Kirk