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Technology Stocks : Semi Equipment Analysis
SOXX 318.06+1.4%Jan 5 4:00 PM EST

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To: Jess Beltz who wrote (14335)4/5/2004 6:23:18 PM
From: robert b furman   of 95675
 
HI Jess,

If it's just you - then it is the both of us.

Actually my retitement is 100% in the Russell 2000 and it has been leading since this Rally started last year.

For a while the midcap 400 led the way,but I think the Russelll definitely is leading this recent breakout.

Jim Awad on CNBC this mornig also thought the small caps were less burdened by the political outsourcing issue.More responsive and able to move faster.Money is cheap and small caps are more flexible than the beaurocratic big corporations.

He thought although they've led up till now - they had more room to go.

Let your winners run - they say.

Giddy up !!

Bob
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