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Technology Stocks : Semi Equipment Analysis
SOXX 303.84+1.3%Dec 22 4:00 PM EST
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To: Kirk © who wrote (11401)9/3/2003 12:12:30 PM
From: Cary Salsberg   of 95626
 
RE: "The last item says AMAT made a lower low..."

The whole chart says that. Lower low relative to the balance sheet.

The keys, now, are my assumptions that they were stronger both in the balance sheet and in their product portfolio, that the long term industry parameters were not changed by the bubble and its aftermath, and, most importantly, that they will reach a new high in their performance level.

Since all three items have been subject to debate, I just smile and wonder (and place my bet).
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