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Technology Stocks : Semi Equipment Analysis
SOXX 288.52-0.3%Nov 14 4:00 PM EST

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To: Return to Sender who wrote (6205)10/16/2002 1:52:24 PM
From: michael97123  Read Replies (1) of 95422
 
I sent this to zeev on his thread and i will post his reply. I am wondering whether any of you folks have thoughts on this. Zeev thinks the year end rally will begin again on 10/22 after a pullback and cary the naz to a target of 1388 end year.

zeev,
attached is chart comparing naz and sox. Between 10/22 and end of year(1388 target), how do you think sox will fare vs naz?
1. the same
2. out perform
3. under perform
4. all of the above<g>

I am thinking of switching those lt tech holdings out of stocks like msft, sunw, oracle, jdsu, csco into stocks like mxim, xlnx, nvls and klac.

finance.yahoo.com^SOXX&d=c&k=c1&c=^ixic&a=v&p=s&t=1y&l=off&a...
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