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Technology Stocks : Semi Equipment Analysis
SOXX 306.14+0.4%Dec 24 4:00 PM EST
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To: Gottfried who wrote (9972)6/4/2003 10:47:27 PM
From: StanX Long  Read Replies (1) of 95632
 
I for one will say, "yea". Glad to see AMAT back on board.

I especially liked your comment,
"Right. We had two false starts in 2001 and 2002 where AMAT went to the 20s in expectation of higher SEMI equipment orders. Now it's at 16+ and should rise more if the expectation of higher orders is behind this. Check how price has been leading orders
home.attbi.com;

Thanks for both posts.

Stan
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