Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 348.67

+0.2%

Jan 22 4:00 PM EST

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To: Return to Sender who wrote (8207)	1/25/2003 3:12:54 PM
From: Lizzie Tudor	Read Replies (1) of 95757

Lizzie you aren't operating under the mistaken assumption that we have already started a new Bull Market are you? No- I think we are in some sort of choppy basing period where new leaders are determined. Thats my job, to figure out who these new leaders are, these guys are 3x their october lows in some cases. Beas and nxtl examples of this. It may be that semis don't have any candidates. Applied is shutting down a week in feb and another in march so business can't be too good. In the early 90s a bunch of giants like IBM crashed and burned while the emerging leadership took off so my expectations are that that happens again. Lizzie

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