Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: Return to Sender who wrote (5054)	8/24/2002 11:38:41 AM
From: JSLyons	Read Replies (1) of 95574

Hello RtS, Your near-term bearishness for the sector has been right on the money lately. Care to venture some revised/confirmed entry points for some of our favourites? Especially, if we hit or approach your 243 target for the SOX. AMAT NVLS KLAC ATMI KLIC (??) MKSI As noted, I took some profits this week, in ATMI and TRKN. I, too, think we're headed lower and probably should have dumped some others, at modest losses. Sometimes, I just cannot pull the trigger. OTH - I've raised some cash for the next deployment, hence my renewed interest in fresh entry points. Maybe, I'll actually buy and hold AMAT for once ;). Best rgds, Jonathan

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