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Technology Stocks : Semi Equipment Analysis

SOXX 306.14

+0.4%

4:00 PM EST

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To: Donald Wennerstrom who wrote (3546)	6/18/2002 4:46:09 PM
From: Return to Sender	Read Replies (1) of 95632

That warning by AMD was quite substantial indeed. The IC btb numbers were not that great last month. In a couple hours we will have the btb numbers we all follow so closely. Very interesting action because company specific problems are showing up as often as the positive surprises. AMD is not the only warning so far but it points out how unlikely MU for instance will be to make their numbers. Micron does not always warn though. I will post all the related Briefing.com news as soon as the after hours market closes. I think you will be right on your btb prediction. Closer than the big brokerage houses anyway. RtS

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