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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

4:00 PM EST

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To: Gottfried who wrote (6510)	10/28/2002 11:14:14 PM
From: Donald Wennerstrom	of 95541

Gottfried, <<Don, I have the sneaking suspicion the AMAT buyers may know something about the coming 4Q report.>> I have the same suspicion!:) Now that the brokerage houses drove the price to the 10+ area recently, it is time to get "on board". They were working real hard on doing that today! Of course, after the quarter and year ends this week, and they get what they need for their "portfolios", they can let it drop back a little and pick up some cheap shares until the earnings are reported on 11/13. Don

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