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Technology Stocks : Semi Equipment Analysis

SOXX 296.92

+0.1%

Dec 1 4:00 PM EST

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To: Return to Sender who wrote (4384)	7/28/2002 7:10:12 PM
From: Donald Wennerstrom	Read Replies (2) of 95501

<<But so far they have been justified by the lowered capexes we have been seeing.>> We have been seeing some announcements by companies that they are "cutting back" their capital expenditures, but so far that fact has not shown up in the new orders put out by SEMI each month. As you know, both the shipments and orders have been increasing for several months. Will the orders take a dive this month(to be posted next month)? I don't know, but I don't think it is "a slam dunk" that they will. The environment for growth is good with interest rates as low as they are. Right now we have a lot of bad news being fed to us on a daily basis. As you point out. "We could also use some good news". A little good news could go a long way to giving us a good rally. Don

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