Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 342.47

+1.6%

Jan 16 4:00 PM EST

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To: Return to Sender who wrote (1850)	2/6/2002 7:19:20 AM
From: robert b furman	Read Replies (3) of 95738

Thanks RtS, Enjoy your daily recaps and updates. Wonder what Csco's earnings and accounting interpretation of them will be after the bell tonight. Looked like it picked up big support at end of session yesterday - it will be interesting if institutional support will hold it in it's 200 day ma today. S&P, NAZ, and Dow All looked like they fell apart yesterday. On a dip,I've seen it happen momentarily (2-3days max),but if it accelerates we'll have a market wide retest.Just in time for the earnings to improve although selectively as 02Q1 actuals roll in 60-65 days from now. My dealership's 02 January beat 01 January - greatly surprised us, as we were braced for a drop off from 0.0% in last quarter. My inventory is the lowest it has ever been.If current sales rate holds - Ill be completely out of vehicles by April I'm literally at a must reorder status. This should bode well for production levels rising and inventory levels STILL DECLINING. This accounting purge/Enronitis is happening exactly at the last moment before the turn.Only Question is how low will this last perfect shakeout go. Ted Warren always said the smart investolator should always EXPECT a final shakeout.A review of longterm monthly charts often confirms his position. The times -they are exciting. Bob

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