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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: Gottfried who wrote (2817)	4/17/2002 5:38:15 PM
From: Return to Sender	of 95567

FWIW: I think that is just a little bit of over highlighting the fear of an even worse than expected IBM earning's report. I see the stock up $2.50 in after hours now. We could easily see a little more profit taking in the market over the next couple of days but by Monday we are likely to get one more big rise. Especially for the SOX. Greenspan is in no hurry to raise interest rates. That's good news. Most of the SOX components and related semiconductor stocks are meeting and beating numbers. Some like LRCX are raising guidance. In general things are better off than I had feared. RtS

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