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Technology Stocks : Semi Equipment Analysis

SOXX 285.23

-3.7%

Dec 17 4:00 PM EST

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To: Zeev Hed who wrote (7081)	11/24/2002 11:31:42 PM
From: Return to Sender	Read Replies (1) of 95597

Zeev, it seems to me that the statements made in many press releases these days are more subject to more interpretation than ever. TSM is saying business is better than they expected but their expectations are limited for incremental improvement in the not so distant future. I notice that you expect the SOX could fall to 184? Message 18268475 I could easily believe that could happen if there is not more evidence of a strong fundamental recovery. Of course the market could move higher before it begins even a mild retrenchment. We will have to wait and see. RtS

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