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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: Donald Wennerstrom who wrote (3776)	7/1/2002 10:29:01 PM
From: Gottfried	Read Replies (1) of 95574

Don, I don't know what caused the turn from Oct 8.1998 but the chart of AMAT is interesting because it shows a double dip. stockcharts.com[w,a]dhclyiay[d19980701,19981201][pb50!b200!d20,2!f][vc60][iUb14!Uk7!Ul14!Ud20!Lc20!Lp14,3,3!Lf!Lah12,26,9]&pref=G The ascend from the second dip was rapid. Here's Nas for the same period stockcharts.com[w,a]dhclyiay[d19980701,19981201][pb50!b200!d20,2!f][vc60][iUb14!Uk7!Ul14!Ud20!Lc20!Lp14,3,3!Lf!Lah12,26,9]&pref=G and here's today for Nas stockcharts.com[w,a]dhclyiay[d20020101,20020701][pb50!b200!d20,2!f][vc60][iUb14!Uk7!Ul14!Ud20!Lc20!Lp14,3,3!Lf!Lah12,26,9]&pref=G A year ago when I thought recovery was imminent I also assumed the Market had accepted higher valuations for our favorites. Now it seems the Market may have changed the rules. That's a concern. Gottfried

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