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Technology Stocks : Semi Equipment Analysis

SOXX 283.56

-1.7%

Nov 17 4:00 PM EST

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To: Donald Wennerstrom who wrote (7)	10/17/2000 10:49:32 PM
From: EACarl	Read Replies (1) of 95427

Great work as always Donald! RE "the group total loss is approaching that of the 1997 to October 1998 loss - 65 vs 76 percent." True, But I think it is also fair to point out that since the early 2000 highs were so much higher than the 1997 highs, the absolute lows of 1998 are still a good percentage drop away for many companies. For example, look at ASYT, sure it looks cheap, but the 1998 low was around $3, it is now $15. Regards, Eric.

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