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Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

4:00 PM EST

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To: robert b furman who wrote (4738)	8/7/2002 9:38:17 AM
From: Donald Wennerstrom	Read Replies (1) of 95487

Bob, CSCO's report was a big help in turning things around. The next help may come from AMAT's report next week. I think the market has been expecting sort of a "downer" report out of AMAT. If AMAT can pull off an "upper" like CSCO, the bull case could get a lot stronger. Again, we will just have to wait and see what transpires, but we don't have much further to wait. Don

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