Semi Equipment Analysis Message Board

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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: BWAC who wrote (1530)	1/3/2002 6:52:50 PM
From: scott_jiminez	of 95531

<<Of course there is a difference of opinion around SI. Pwofit? Careful or it might be Pooooofit for some trading capital.>> Certainly prudent words of caution for those whose investment in the equipment sector is directly (i.e positively) correlated with and primarily determined by market cap. KLIC +43.1% AMAT -28.2% siliconinvestor.com Of course there should be more of a difference of opinion on SI whether AMAT should continue to capture as much interest (as if it were by default...) as it does.

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