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: Return to Sender who wrote (5661)	9/26/2002 8:11:16 PM
From: Donald Wennerstrom	Read Replies (1) of 95525

RtS, A very negative outlook by some quite well know analysts. <<Investors "don't want to miss the three- to five-fold return," says Fitzgerald>> I'm not sure "everybody" is looking for 3 to 5 fold returns, but it seems to me to still be a healthy growth industry. Maybe not as much growth in the past, but right now, they are being priced for very little or no growth. My primary thought is: why did they decide to post that article now when the sector(s) are so down beaten already? - it wouldn't be to push them down a little further would it? - no, say it isn't true - they wouldn't do that kind of thing - would they? Don

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