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Technology Stocks : Semi Equipment Analysis
SOXX 306.040.0%Dec 26 4:00 PM EST

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To: Donald Wennerstrom who wrote (3553)6/18/2002 8:15:32 PM
From: t2  Read Replies (2) of 95640
 
How do these numbers impacting semi equipment stocks?

Has to be bullish but I did not see a reaction in the stocks afterhours...only saw a small move off the afterhour lows after sinking on the AMD news.

This booking number over 1billion might be enough to make some equipment analyst upgrade the group.
(the ones that are still bearish).

Are these numbers really forecasting a better recovery than we thought just prior to the data? There had been a lot of negativity lately.
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