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Technology Stocks : Semi Equipment Analysis

SOXX 270.83

+1.0%

Nov 21 4:00 PM EST

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To: Return to Sender who wrote (5121)	8/27/2002 9:16:29 PM
From: Proud_Infidel	Read Replies (1) of 95462

company's CEO noted that company "hasn't seen much improvement in computing environment because companies are not investing." I am not exactly sure why people sold today based on Barrett's comments. Did he say anything new? IT spending has been anemic, no surprise there; the only surprise in my mind would have been if he said it was strong. This has been, and is, the most difficult time to remain fully invested not because of weak fundamentals, but because of irrational moves like todays sell-off. What exactly did we learn today that we didn't know or have a good idea of, yesterday? Nada, but nada is good enough for a 7% downdraft. Brian

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