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Technology Stocks : Semi Equipment Analysis
SOXX 297.50-2.6%Nov 6 4:00 PM EST
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To: Gottfried who wrote (4228)7/23/2002 9:34:30 AM
From: Terry D   of 95383
 
Gottfried -

I find Greenberg is very good.

He talks to the right people and prints what they instruct him to - so the bias is consistent. And he is only a mouthpiece.

BUT - Cohodes and Rocker et al have opinions worth knowing.

PMCS and AMCC look sold out. Guess they are back on the to do list.

td
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