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Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

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To: Return to Sender who wrote (4707)	8/6/2002 6:15:31 PM
From: Gottfried	of 95487

RtS, [text added below] I didn't expect better and think they did well. WSJ reaction... TECHNOLOGY ALERT from The Wall Street Journal Aug. 6, 2002 Cisco Systems posted a strong surge in fiscal fourth-quarter net income as revenue rebounded from a year earlier. The company continued to grab market share amid a slump in demand for networking equipment. For more information, see: online.wsj.com Up tomorrow with profit taking after lunch. :) Gottfried@gurusRus.com [added] Forbes' cover is about telecom, specifically local phone companies. They may be next to fall because an increasing number of local lines are cancelled [I just did that] and they're not ramping DSL fast enough and those that get into long distance suffer from competition and falling rates. But they are forced the spend much capex, even though they're reigning that in. forbes.com

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