Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 296.92

+0.1%

Dec 1 4:00 PM EST

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To: Donald Wennerstrom who wrote (12424)	11/7/2003 4:58:18 PM
From: Return to Sender	of 95503

Don, I think it may be a combination of the recent relative outperformance of AMAT and other semi equips in advance of actual earnings and some post earnings selling in the other bigger names. ASYT for instance reported excellent results and was down over 3.5% today. Just a little profit taking so far. Nothing more or less. RtS

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