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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 (12864)	12/30/2003 8:43:03 PM
From: michael97123	Read Replies (1) of 95531

HI Don, Which of our stocks will lead the earning parade in january. Those results and particularly the guidance will either break them out of the box they are in or cause a consolidation in the naz. 50/50 imo. I hope the ceos will have the guts to speak their mind re: business going forward. It would also be nice to see some m&a activity going forward at premium prices. There still has been little of that in tech. Perhaps cisco can get this going with a well-received aquisition. mike

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