Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Return to Sender who wrote (6596)	11/1/2002 12:18:31 PM
From: Gottfried	Read Replies (1) of 95531

RtS, I participate less in the discussion lately because I think there is nothing new to say. Or, maybe I just lack imagination. :) I have Zeev's iHub traders thread bookmarked, but scan the hundreds of message headers only and read maybe 5%. One persistent theme there is that several smart posters think the market is manipulated because it's going up. I'm agnostic about that, to save time. This weekend I may make some charts showing various bp to see whether they track. We should get the September SIA number [ww chip sales] soon. Semi equip investors are once again anticipating better bookings - just like a year and a half ago. Maybe they'll be right this time. PS: the MSFT decision is due after close today Gottfried

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