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Technology Stocks : Semi Equipment Analysis
SOXX 306.28-1.0%4:00 PM EST

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To: Return to Sender who wrote (3124)5/15/2002 1:16:55 AM
From: Gottfried  Read Replies (1) of 95525
 
RtS, from your post >business has improved and it's seeing an increase in DRAM orders....Recovery is being driven by consumer demand....stock at 27.97.<

I assume the quote was from briefing.com
Too vague and may mislead. It should say 'seeing an increase in orders from DRAM manufacturers'
And 'Recovery is being driven by consumer demand' - but consumers don't buy fab equipment. Fuzzy thinking here. :)

Gottfried
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