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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: Ian@SI who wrote (3143)	5/16/2002 6:52:07 PM
From: Donald Wennerstrom	Read Replies (3) of 95520

Ian, You think it is outstanding and I think it is outstanding! I don't know what a lot of other people think, however. On Tuesday, AMAT had a 1.5 BtB number they reported. Yesterday, one of the brokerage firms came out and downgraded AMAT from a "strong buy" to a "buy. Wonder what they know that we don't know. I half way expect the market to go down tomorrow on this news. I think in the markets present state it can't handle good news. It will be very interesting for me to see how the "spin" on this news is carried forward tomorrow. Maybe some more downgrades come from this.<gg> Don

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