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Technology Stocks : Semi Equipment Analysis

SOXX 292.04

+2.4%

Dec 18 4:00 PM EST

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To: LemonHead who wrote (1582)	1/10/2002 12:35:13 PM
From: Return to Sender	Read Replies (2) of 95610

RFMD certainly needs to get back on my list of stocks suitable for swing trading. Up 13% today at 19.27 now after these notes appeared from Briefing.com: 8:59AM RF Micro Device (RFMD) 17.02: Hearing from sources that SoundView reiterates its STRONG BUY; says worries about an inventory overhang are overblown and checks of module subcontractors and GAAS wafer suppliers do not find any major changes. SoundView also defends broader wireless equipment group after recent declines, says checks with Cingular, Verizon, and AT&T Wireless reveal handset inventories at seasonally normalized levels; prefers NOK and ERICY to names with heavy CDMA exposure such as QCOM and MOT. Up despite the down market led by the SOX. Hopefully this will prove to be industry wide and TQNT too will benefit when RFMD reports earnings on I believe Jan. 15. There goes the SOX and AMAT falling to new daily lows! finance.yahoo.com^SOXX&d=t RtS

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