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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: Return to Sender who wrote (7067)	11/24/2002 11:45:16 AM
From: Sarmad Y. Hermiz	Read Replies (1) of 95580

>> 7% drop in demand had not materialized and they were adding capacity to accommodate a brisk increase in orders for PC products. Did anybody pickup on that? Yeah, everyone did, whether long or short. Very few earnings reports scheduled for next week. And they are mainly negative comparisons, unfortunately. How far can we coast on the "not as bad as feared" Q reports from Q3 ? The short trading week gives a likely excuse for a retrace. Though I hope we will not give up a lot of our gains from the past seven weeks. If on the other hand, the expected retrace does not occur, and if we have good consumer shopping numbers, and if we get another good unemployment claims number this week, well then the rally should continue through the end of the year. The only bad news can come from politics. And with congress in recess, maybe that will diminish also. Good luck to all. And I hope the shorts were able to cover early. Sarmad

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