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Technology Stocks : Semi Equipment Analysis

SOXX 306.28

-1.0%

Dec 4 4:00 PM EST

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To: Zeev Hed who wrote (6400)	10/22/2002 8:06:53 PM
From: michael97123	Read Replies (1) of 95525

Zeev, Factoids in my space from yesterday. Wachovia/First Union talking to Prudential about a joint venture in brokerage. Bank One rumored to be talking to JPMorgan/Chase re: acquision. My gut tells me Merrill will be purchased by either Bank of America or Wells Fargo. The loser of that battle may go after Schwab and so on. Question to you and thread--Is this something we should expect in the tech arena. If so who buys who? Those dollar stocks i own may have a future yet. Mike

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