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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: Gottfried who wrote (2657)4/6/2002 1:14:25 PM
From: Donald Wennerstrom  Read Replies (2) of 95622
 
I couldn't find out what time the article was released because I am not a subscriber, but I wonder if it might have already had an effect on Friday. AMAT, and later in the day, KLAC, started trading with a negative bias IMO compared to their usual trading profile.

Just a couple of days ago, the Street.com was touting AMAT and KLAC as good buys - "the best of the best" out there. The "tug of war" between too high and too low valuations goes on. Thanks for the input.

Don
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