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Technology Stocks : Semi Equipment Analysis

SOXX 306.28

-1.0%

4:00 PM EST

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To: Gottfried who wrote (3128)	5/16/2002 1:06:41 PM
From: Return to Sender	Read Replies (1) of 95521

Everything has been set up for a nice rise this week in the SOX and the NASDAQ but it just is not happening. AMAT's report was truly excellent but aside from CSCO and AMAT there has been far too little to get excited about. These two companies offer basic one stop shopping for their customers. They have reduced expenses and I believe especially in Cisco's case customers buy from them out of fear that competitors may not be able to honor their future service needs etc. Right now the SOX is likely to make one more run higher by Monday but the VIX will not likely fall much lower than 20 at most. The next big move still looks like it will be down to me. CSCO's report was strong enough to lead the EMS companies back to the plus column for most of this week but I think that too will change by early next week. I am considering going short in the group soon. RtS

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