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

To: Kirk © who wrote (28210)	1/24/2006 11:11:53 PM
From: TREND1	Read Replies (1) \| Respond to of 95622

Kirk Hey! What about ACLS It's seems to "rock and "roll"(g)

To: Kirk © who wrote (28210)	1/25/2006 7:59:45 AM
From: robert b furman	Respond to of 95622

Nice Toy, Only street legal race car I know of that is so cheap one couldn't make one cheaper if they did it themselves. All Aluminum 427 with 500 plus horse. Can't wait till some people kill themselves in them - I want one for an older car.GG I'll find out if my dealership will get one this year this month.We're a small corvette dealership and didn't get one in the first wave of allocation. They literally can not be bought. Awesome car,but my heart always goes for the old and rare that appreciate vs depreciate. That being said they are a great driver and actually get good fuel economy depending on the aggressiveness of your right foot.<smile> I'm just pumped about watching Lrcx. Hoping a similar move on Cohu when the announce earnings Feb 2nd. Back end business is overwhelmed by unit count growth combined with lack of reinvestment. Biting both Intel and TI this quarter ( Cohu's two biggest customers for years. No rocket science here - just reading and listening to the webcasts about their profitability problems and then connecting the lines. Hope you catch the top - as you state so well,even during good times,the news shall be twisted to create doubt and re-entry points will avail themselves. Most important to get out early and have re-entry capability on at least a portion of the core portfolio. I didn't do that in 98/99,but hope to be able to this time. I do believe our sector is finally in play and the increased volatility will give us that potential to play the substantially bigger point swings. Should be fun. Bob