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Technology Stocks : Semi Equipment Analysis

SOXX 306.04

0.0%

Dec 26 4:00 PM EST

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To: Crossy who wrote (1717)	1/22/2002 3:12:01 PM
From: Return to Sender	Read Replies (1) of 95639

No it is not funny but it is perhaps going to offer another golden opportunity again. The pendulum swings both ways. The guidance provided by LU was not good enough news to outweigh the reduced capex of INTC. ALA could not outweigh NT. It is so very important for NVLS to say something reasonably good about the future tonight if we are going to bounce back from this sell off. More important than the Book-to-Bill which looks backward. BTW, I would happily buy ANAD at 10 and even more happily FCS at 20. Cross your fingers Crossy! <g> RtS

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