Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 309.36

+2.2%

Dec 3 4:00 PM EST

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To: Gottfried who wrote (6190)	10/15/2002 5:46:43 PM
From: Return to Sender	Read Replies (1) of 95521

>The stated outlook is no different than it was last week.< I honestly do not know what the market was expecting. Did anyone here think INTC was going to guide to the higher end of expectations or beyond? I guess INTC and a lot of stocks just got ahead of themselves for now. I will remind everyone that a lot can change between after hours numbers and where we end up actually trading tomorrow. Personally I want the market to go higher. I am only short 600 shares of BRCM in my trading account. My retirement accounts are far too full of AMAT bought near 22. I just think we have some major hurdles to clear. The S&P 500 has too high a P/E multiple for a bear market bottom. That along with nasty problems like the expensing of stock options, terrorism and Iraq in particular are very much on my mind. RtS

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