Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 299.48

-4.8%

Dec 12 4:00 PM EST

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To: Donald Wennerstrom who wrote (11769)	9/22/2003 2:16:43 PM
From: michael97123	of 95574

"TSM has a "good position" in the SOX. A person would expect a little "pop" on the present news, but no such action is occurring." Be patient Don. Today is all about currencies, interest rates and inflation as an excuse for a healthy market correction. We may yet get to buy some of these names at better prices. I am guessing a 5% correction in naz at minimum over the next two weeks. And then when everyone is convinced that there will be another black monday, stocks will rise again. Mike

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