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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 689.17+0.2%Dec 11 4:00 PM EST

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To: Iris Shih who wrote (25310)2/23/2000 11:42:00 PM
From: Johnny Canuck  Read Replies (1) of 68985
 
Hi Iris,

Good to see you popping in.

It looks like the Semi-equip stocks didn't play out like we thought last summer. Where to next? It still looks like 300 mm wafers are being only slowly adopted. Copper fabs seem to gaining more favor.

I have only heard one or two conference calls, but the demand still looks good going forward.

Don't be too much of a stranger.

Harry

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