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Technology Stocks : Semi Equipment Analysis
SOXX 309.36+2.2%Dec 3 4:00 PM EST

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To: robert b furman who wrote (2700)4/11/2002 1:34:47 PM
From: Donald Wennerstrom  Read Replies (3) of 95520
 
Hi Bob, Like you, I thought the semi-equips had a good start this morning. I had to be out for awhile this morning and just now got back. Whatever "goodness" we had this morning, I see that it has "gone".

The NASDAQ is making new lows and the SOX is losing ground. However, today the semi-equips are back "holding up" the SOX from going too far down. As I write this note, the SOX is down 1.14% while AMAT is down 0.74%, KLAC down 0.11%, NVLS down 0.08% and TER(in top spot in the SOX) is UP 3.6%.

Maybe this afternoon will see a rally!

Don
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