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Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

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To: Zeev Hed who wrote (6098)	10/11/2002 9:25:40 PM
From: Sam	Read Replies (3) of 95487

<<the only worse patch is harvesting potatoes...>> Actually, I think cotton is worse, tho' not a food. Any thoughts on EMC here (at $4.60 or so) or at $4 or slightly below (where I expect it will go to next week to retest its recent low)? I was hoping it would tank to cash value (around $2.50 or so) but maybe not. Or VECO below 10? BRKS too finally fell to single digits, and is only slightly above that now. Market cap of about $350m. Weren't you holding it at some point? Opinions here? I think you said your preferred favs for the coming rally were CYMI, KLAC and ?? I forget the last one. I have some of the first, haven't bought the "Big Three" of AMAT, NVLS or KLAC though, as their caps reflect their position, and so still seem to have more risk if business continues to stagnate. Sam

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