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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: Gottfried who wrote (5655)9/26/2002 10:38:47 AM
From: SpecialK  Read Replies (1) of 95567
 
Gottfried,
Quite a few people are calling (e.g. Carpino, etc.) for a turn on 10/8 to 10/10. This is in line with Briefing. I find that the earnings don't start in earnest until the 2nd week of a new quarter (about when Mot reports). This means that until then we are open to mostly warnings. July was an exception as the rally didn't start til 7/25.

Ketan
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