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Technology Stocks : Semi Equipment Analysis
SOXX 288.52-0.3%Nov 14 4:00 PM EST

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To: Return to Sender who wrote (1541)1/4/2002 6:56:16 PM
From: Donald Wennerstrom  Read Replies (2) of 95422
 
Just got back home and saw your note. Congratulations on your gains. I think I am going to hold on for a little bit more. I may be disappointed, but I think AMAT and many of the other semi-equips have a ways to go yet over the next 1 to 2 weeks.

AMAT was down a little today, but over the last 3 days up 12.8 percent. It could go quite a bit further next week. Needless to say, I am not in the shorting camp yet with you. Maybe later in January I would be, but not yet.

Good luck to you!

Don
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