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Technology Stocks : Semi Equipment Analysis

SOXX 328.78

+2.9%

Jan 9 4:00 PM EST

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To: Gottfried who wrote (8856)	3/2/2003 3:13:38 PM
From: Lizzie Tudor	Read Replies (2) of 95703

OT - internet stocks yhoo, ebay at 52 week highs, also many software stocks like MACR which are internet enablers very strong here. I think we all agree that the health of technology overall is going to be driven by the growth of the internet for forseeable future. The SOX is not leading anymore, internet stocks are. For some reason this is never mentioned in Robert Wahlberg's commentary on briefing. I don't know if he only follows hardware or feels content stocks are insignificant. Lizzie

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