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Technology Stocks : Semi Equipment Analysis
SOXX 316.33+1.3%Dec 10 4:00 PM EST

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To: Return to Sender who wrote (2370)3/23/2002 5:24:49 PM
From: JSLyons  Read Replies (1) of 95561
 
Hello RtS,

Interesting to note that none of my 10 semi-equip or compound semi holdings have sustained real technical damage in this recent weakness.

I am a long-time partisan of FA but have recently begun to experiment with P&F charting. For the most part, share prices have taken a hit over the past week but nothing alarming, according to the charts. Some of the smaller, niche players are even up or steady -- GGNS, TRKN, ASYS, and AXTI. Taken together, I think we may seen some renewed upward momentum soon-ish.

On a related topic, AMAT split appears a puzzler. I hope it was not simply an attempt to 'get something going' in the absence of any real news at its latest analysts day.

Best rgds,
Jonathan
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