Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 306.28

-1.0%

Dec 4 4:00 PM EST

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To: Cary Salsberg who wrote (3087)	5/8/2002 10:31:58 PM
From: JSLyons	of 95525

Excellent point, Cary.... <<I speak of the "market" but I am really referring to top quality semis and semi-equips. Overall averages may do worse because of the continuing decline in telecom equipment sales.>> Along with the likelihood of lagging indices and averages, we may well have underperformance by some of the marquee names of "tech." The best thing that could happen is a de-coupling of the quality, leading-edge semi-equips and the 800-lb gorillas of the last "tech" up-cycle.

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