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Technology Stocks : Semi Equipment Analysis

SOXX 303.84

+1.3%

Dec 22 4:00 PM EST

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To: Return to Sender who wrote (1840)	2/4/2002 9:19:41 PM
From: James Calladine	Read Replies (2) of 95622

FROM ANOTHER POSTER ON ANOTHER THREAD: <<<It's not just AMAT, its KLAC, NVLS, BRKS, TER, etc. the whole sector. I asked the same question earlier in the day. I'm a 20+yr. industry vet, this is absolutely the worst conditions I've ever seen, and there is no end in sight whatsoever. These stocks are at or beyond bubble prices, they never did deflate to levels equivalent to business conditions, and have doubled since sept. 11 on pure speculation, manipulation, hell I don't know what. I really don't know what to make of it, I remain in awe at their inflated prices. >>> Namaste! Jim

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