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Technology Stocks : Semi Equipment Analysis
SOXX 302.84+2.0%Dec 2 4:00 PM EST

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To: Donald Wennerstrom who wrote (1260)11/4/2001 8:19:58 PM
From: Gottfried   of 95515
 
Don the bear, I 'd expect the E estimates to change wildly as visibility improves. A good analogy: yesterday we sailed and nw of Alcatraz started to head for the SF city front. Soon we were enveloped by thick fog and a loud fog horn sounded as if a big ship was about to run us down. Staying the course for another 20 minutes SUDDENLY to fog lifted and we had a clear view of sunny SF and a nice run back to Alameda.

I'm just fond of analogies.:)

Gottfried
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