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Technology Stocks : Semi Equipment Analysis
SOXX 301.15-1.2%Dec 31 4:00 PM EST

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To: Return to Sender who wrote (765)7/9/2001 6:44:09 PM
From: Donald Wennerstrom  Read Replies (1) of 95658
 
RtS

<<Lehman Brothers said today that semiconductor equipment companies may be nearing a trough and that many of them "represent a better value than the numbers might suggest." But the brokerage said it thinks there is little room for prices to appreciate strongly in the near-term.>>

At this point I would be happy with a "modest" increase instead of what we have been seeing the last few days.<gg>

<<One more day of selling and the SOX should bounce back higher in my opinion.>>

I feel the same way - lets hope it comes to pass!

Don
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