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Technology Stocks : Semi Equipment Analysis

SOXX 291.39

+2.8%

4:00 PM EST

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To: Alastair McIntosh who wrote (2982)	5/2/2002 4:38:06 PM
From: Donald Wennerstrom	Read Replies (1) of 95474

True, it would be nice if growth in other areas had picked up as well, but you know the old saying - is the glass "half empty" or "half full"? It could have been much worse, but I think it was a positive report to go along with all the other good news that has been coming out lately. RtS has been "cataloging" all the companies with increased earnings guidance during the reporting of the past few weeks. The total is 37 so far. Message 17411157 The BtB has been steadily increasing. Cary has reaffirmed his feeling that this will be a longer and slower recovery than the ones in 1997 and 1999. I think the SIA report is in consonance with that outlook. Message 17414144 Course the better the news, the faster the semis go down. Just a few examples for today - AMAT(-6.3%), KLAC(-6.4%), NVLS(-4.3%), TER(--5.3%), MU(-5.4%), SOX(-4.4%) I wonder what good news we can get tomorrow to drive the semis and the SOX down further?<gg> Don

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