Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: Zeev Hed who wrote (15321)	5/22/2004 11:03:44 AM
From: michael97123	Read Replies (1) of 95567

investorshub.com Above post seems clear to me. And within this same time frame you talked of possibly raising targets from 2390 to 2500. But even with 2390, 22 for amat seems awfully low. But you corrected that impression by giving us the 22-29 range with a probable high of 24.5,corresponding to naz high of 2390, which is of course lower than the almost 26 amat hit in january i believe. So i take it you think that naz at 2390, 230 points above old high will not produce a new high for amat as your best guess??? So semi equips will underperform naz in your view. What about chips/ YOu think that they have seen their highs for the year too? mike

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