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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: Zeev Hed who wrote (6631)	12/21/2002 10:56:47 AM
From: Zeev Hed	Read Replies (3) of 95546

Unfortunately, I don't see the real McCoy I was hoping for in the post this post responds to. Yet, here with the Sox just under 300 again, I have a short term run of about 25% in the sox for about a month, depending on how that run evolves (and right now I expect it to once more lead to excesses, thus resulting after that in a major indigestion), the question of "real" McCoy or not might (or might not) be answered. I think that CCMP (here at about $38) and CYMI (around $31) might be relatively good vehicles to participate in that run. Zeev

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