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Technology Stocks : Semi Equipment Analysis
SOXX 306.14+0.4%Dec 24 4:00 PM EST

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To: Donald Wennerstrom who wrote (2499)3/30/2002 9:12:57 AM
From: robert b furman  Read Replies (2) of 95632
 
Hi Don,

Just a footnote to add to this great analysis:

On 12/28/01

In Ibd (Investors Business Daily),the semi conductor equipment industry group ranked 129 th out of 197.

Three months before it ranked 178th out of 197.

As of last thursday it ranked 13th out of 197.

A week ago friday it peaked at 10th out of 197.

Most industry groups that get to the top 10 work their way up to the top and stay there a while during distribution - then plummet quickly.

I think we've come a long way and the party is still early.
JMHO

Bob
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