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Technology Stocks : Semi Equipment Analysis
SOXX 288.52-0.3%4:00 PM EST

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To: Return to Sender who wrote (1524)1/3/2002 12:37:09 PM
From: Donald Wennerstrom  Read Replies (3) of 95417
 
RtS, It has been quite a day so far - AMAT just hit a new daily high at 44.90. If it keeps going like this it can get to 46 today.<g> I don't know where this rally is going to stop, but AMAT could do very well. IMO it is under valued with respect to KLAC and NVLS. These 3 stocks are all strong components of the SOX and could do very well during January.

AMAT just hit 45 as I wrote this note.

Don
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