Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

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To: Return to Sender who wrote (3082)	5/8/2002 6:56:54 PM
From: Alastair McIntosh	Read Replies (1) of 95487

RtS Yes we are back firmly above 500 on the SOX but do you think we can get the NASDAQ above 2000 on this CSCO news? Unfortunately the news that sparked the rally really was not all that good. Some days the market just wants to go up. The CSCO news certainly was not good. No Q/Q revenue growth (product sales actually fell) and little or none expected next quarter with "no visibility" after that. Does anyone really think AMAT's earning's report can spark the kind of rally we had today? Color me doubtful. I'm also doubtful. AMAT's guidance probably won't be good. AMAT will probably rise a bit more into earnings and drag other semis along. However if guidance is what I think it will be, the SOX will sell off. Al

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