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Technology Stocks : Semi Equipment Analysis
SOXX 306.28-1.0%Dec 4 4:00 PM EST
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To: robert b furman who wrote (4342)7/27/2002 11:42:01 PM
From: Gottfried   of 95526
 
ob, thanks for your pep talk. :) I'm thinking I have depended too much on fundamentals. Semi equip stock price has risen almost without pause when bookings started rising from the cycle bottom. That is what happened since 1995, but not this time. I'm looking for ways to avoid giving so much back before gaining it again. The time lost is gone for good.

G.
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