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Technology Stocks : Semi Equipment Analysis

SOXX 298.01

-0.5%

Dec 15 4:00 PM EST

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To: Alastair McIntosh who wrote (6715)	11/5/2002 10:28:32 AM
From: Sarmad Y. Hermiz	of 95580

>> I also agree that the market is reacting in a stupid fashion. On any rational basis AMAT should be trading for no more than $10 share. Well at least we agree on the stupid part. But about $10 being rational. It was near there last month, and our perma bears sold into it to wait for 5. So there is no pleasing some people.

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