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Technology Stocks : Semi Equipment Analysis
SOXX 312.18-0.2%Dec 9 4:00 PM EST

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To: Donald Wennerstrom who wrote (3113)5/14/2002 12:19:58 AM
From: Cary Salsberg   of 95546
 
I think AMAT will selloff after the earnings report, but I believe that the market will hold near the level of last Tuesday. Last Wednesday and today were strong. I think this is a reaction to an oversold situation. The strong AMAT report and the improving BTB will not produce a big rally, but will add support to the recent intermediate bottom.
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