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Technology Stocks : Semi Equipment Analysis
SOXX 345.64-2.0%Feb 3 4:00 PM EST

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To: Demosthenes who wrote (161)11/30/2000 3:59:18 PM
From: Gottfried  Read Replies (2) of 95850
 
Donald, yes - only a weekend's sales. I'm trying to take these little setbacks more seriously because the Street does. They do NOT explain it away - right or wrong. Also, setbacks come in groups. Many of us semi equipment investors are sitting on losses because we explained small problems away.

Gottfried
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