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Non-Tech : Invest / LTD
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To: drsvelte who wrote (10124)10/1/1999 11:12:00 AM
From: SJS  Read Replies (1) of 14427
 
Take that report with a grain of salt....amigo. I'd personally wait on this one.

However, TER was my call 2 weeks ago because I correlated the SEMI B2B report and the test equipment growth segment as very good.

Your timing was better than mine, but my vector was correct.

JP Morgan this morning says: Whoa! don't be concerned by yesterday's SOX stumble. SEMI's on track for 18 months.

SOX back up today.

Steve

PS: This is a cool webpage, although delayed.

cbs.marketwatch.com
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