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Technology Stocks : Semi Equipment Analysis

SOXX 303.84

+1.3%

Dec 22 4:00 PM EST

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To: Donald Wennerstrom who wrote (379)	3/14/2001 11:16:34 PM
From: Gottfried	Read Replies (1) of 95622

Don, [edited] >the inevitable rebound to new highs for this group. Rebound, yes. New highs - don't count on it if you mean higher highs than a year ago. The spring 2000 highs were inflated due to the NAZ bubble. I'm just trying to think of what could go wrong. [edit: in a recent presentation Fitzgerald says to accumulate over the next 2 quarters] Gottfried

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