Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 296.92

+0.1%

Dec 1 4:00 PM EST

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To: The Ox who wrote (7292)	11/28/2002 12:03:48 PM
From: zonder	Read Replies (2) of 95501

OK, those are points we are all on the lookout for. Let's see if they materialize anytime soon. My concern is that even if semiconductors see higher demand soon, it will be a while before it translates to semi equip. Besides, just how strong that recovery will be and whether or not it justifies the current stock price level are other questions that we cannot answer at this point. >>Would you care to share what your TA department says about the stock? Where would they cover? TA department? I am pretty sure I don't have one of those :) It is up to us to cover or cut a position if and when we see fit. We do not have a separate department that does that.

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