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Technology Stocks : Semi Equipment Analysis
SOXX 270.83+1.0%Nov 21 4:00 PM EST
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To: Return to Sender who wrote (2751)4/14/2002 9:56:42 PM
From: robert b furman  Read Replies (1) of 95456
 
Hi RtS,

Thanks,

Speaking of buying the dip - look at Txn first to announce Monday after the close.

Your attention to detail is outstanding in this post.Here it is - the batting roster : first up TXN second up Intc.These two major players have greats statistics: Perhaps most important of all they've played the game long enough to know you don't want inventory overhang - a lesson some of the rookies coming up from the minor are JUST learning: JDSU/Csco.

When things slow down - back off.Getting off to a good start after the inventory sells down is a big key towards being a market leader - its called: GOOD BUSINESS.

Just Basic good business 101 - something that last cycles great leaders are just beginning to appreciate.JMHO

I think the layoffs and low interest rates will surface as powerfully surprising earnings generators.If true and the market is at an inflection point - well there are a record number of shorts out there that will fuel the next pop up to a higher level of consolidation.

Most of the players in the SOX are oversold - that's a very good spice to mix with high short levels.

One thing for sure we'll know by wednesday P.M..

I suspect you know - and pardon my ignorance:Is the sox cap weighted? That is who contributes the most to the index's moves?

I'd guess Intc has to be big - or Not??

Thanks for the great contribution of facts that will allow us all, to get an early read on how Mr. Market treats the earnings reports.

Bob
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