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Technology Stocks : Semi Equipment Analysis
SOXX 298.01-0.5%Dec 15 4:00 PM EST
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To: Donald Wennerstrom who wrote (10045)6/10/2003 11:56:24 AM
From: Return to Sender  Read Replies (1) of 95580
 
Don, there is one difference. This year none of the big guns in the semi equipment industry have noted anything that would be positive about the second half.

Last year they were fairly upbeat about prospects.

This year they have been much less so and yet the market has rallied at least for a month longer than in 2002.

RtS
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