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Technology Stocks : Semi Equipment Analysis

SOXX 302.84

+2.0%

Dec 2 4:00 PM EST

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To: Donald Wennerstrom who wrote (4760)	8/7/2002 6:25:47 PM
From: Return to Sender	Read Replies (1) of 95515

A good report from AMAT might go further than CSCO in my opinion. Other than CSCO there are very few networking stocks that have maintained a decent market cap when compared to bubble pricing. On the SOX we have a number of semi equipment stocks that still have fallen far less on a relative basis. To me the SOX remains the backbone of the NASDAQ. Oh sure it can be led higher for a short while by strength in other technology areas but only strength in the semiconductor industry is going to lead the NASDAQ back into a Bull Market. Perhaps KLIC is as good an indicator stock to follow as we could hope to find. Despite an ultimately up day for the SOX, the canary in the coal mine, KLIC was again down. I still think another few months of pain are coming. Anyone want to nominate a few other stocks in the group that might be more indicative of future fortunes for the group? RtS

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