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Technology Stocks : Semi Equipment Analysis

SOXX 316.33

+1.3%

Dec 10 4:00 PM EST

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To: t2 who wrote (3346)	5/30/2002 10:19:40 PM
From: robert b furman	Read Replies (2) of 95558

Hi New , Good set up for a buy wiggle - you may be onto something. All news has been taken negatively.Intel's forward vision has AT BEST been conservative. If they reaffirmed guidance with a 53% price cut on some products - that would indicate market share gains (AMD begrudgingly cut prices today {way behind the learning curve}). Would not meeting past forward looking objectives - with a major price cut - infer market share gains and possibly a positive spin coming off that? This is radical stuff - but a company that spent BILLIONS thru the downturn - acknowldging that their aggressive game plan is working - might be construed as positive? Oh heck I've been drinking too much again. Should just go to sleep.hehe We ARE on the edge of VERY OVERSOLD and somewhere accumulation looks pretty smart around here. But then I'm always early.gg Bob Holding my big guns for a double bottom.!

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