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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: michael97123 who wrote (10122)6/14/2003 10:01:17 PM
From: Donald Wennerstrom  Read Replies (1) of 95520
 
You have listed many good reasons for the higher stock prices, but I believe there are many negative reasons, previously described, that will be a "drag" on the market. These negative reasons may not be going away soon, and maybe, just maybe, they will get worse over the near term before they get better.

Earnings warning season is close at hand. It will be interesting to see how that turns out. The results will certainly have an impact on the near term direction of the market.

Don
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