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Technology Stocks : Semi Equipment Analysis

SOXX 297.50

-2.6%

4:00 PM EST

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To: Return to Sender who wrote (1338)	12/4/2001 10:43:32 AM
From: Gottfried	Read Replies (1) of 95368

RtS, re >Firm believes that the best leading indicator for cap spending is YoY change in IC revs, where comps have stopped getting worse and should turn positive in Q2 2002 (following positive bookings in Q1).< True - but you must believe. :) suite101.com G.

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