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Technology Stocks : Semi Equipment Analysis

SOXX 306.28

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4:00 PM EST

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To: Gottfried who wrote (5213)	8/30/2002 6:24:18 PM
From: Donald Wennerstrom	Read Replies (2) of 95525

You are right Gottfried. I "cheated" a little bit in going all the way back to September, but I justified it in my own mind as the "bottoming process" that occurred last fall. No matter, the Bookings have recently nearly doubled since that period - the question is - what are they going to do in the next several months? Don

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