Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Donald Wennerstrom who wrote (10363)	6/30/2003 12:27:36 AM
From: Cary Salsberg	Read Replies (1) of 95530

RE: "Better news than we have been getting is needed to drive them higher. Maybe that news will be forth coming, but it is not here yet." A few posts back, it was announced that programmable logic chips increased 8.6% sequentially month over month. I think that is good news for 2 members of the SOX, ALTR and XLNX, and I expect two others with broad market penetration at similar customers, LLTC and MXIM, to show similar results.

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