Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 291.39

+2.8%

Nov 26 4:00 PM EST

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To: robert b furman who wrote (4709)	8/6/2002 6:43:02 PM
From: Donald Wennerstrom	Read Replies (2) of 95480

RtS/Gottfried/Bob, I have been listening to the conference call since it started approximately 2 hours ago. It has just come to an end. I hope you were listening as well, but if you didn't have the opportunity, I suggest it would be of interest to you to do so. John Chambers and company did a great job of reporting on their quarterly and yearly results. John did it in such a way as to show substantial growth in nearly all aspects of the company over the past 5 quarters. His presentation was a great counter point to all the gloom and doom we have been subjected to over the past weeks/months. Time will tell, but this may just have been the "event" that turns this market around for a good rally. Don

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