Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 309.36

+2.2%

Dec 3 4:00 PM EST

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To: Return to Sender who wrote (10119)	6/13/2003 11:56:34 PM
From: Donald Wennerstrom	Read Replies (3) of 95521

I think you are right - October sounds like a good time to go long. Let everyone get back from their summer vacations and get through the bad news for fall earnings season. Maybe the economy will also look better for the near future at that point. The next few weeks should be key in either confirming or debunking that scenario. I could be wrong obviously, but I think more analyst downgrades for the semi and semi equip companies are in the offing. If that is true, not much will probably happen over the summer months except for downward drifting stock prices. I didn't put it in a table, but during this past week, First Call reported three stocks out of the Group had reductions in long term growth - there were no upward revisions. The 3 stocks were ASML, 16 to 14 percent, PHTN, 26 to 23 percent, and PLAB, 21 to 17 percent. Don

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