Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Donald Wennerstrom who wrote (10370)	6/30/2003 12:44:22 PM
From: Return to Sender	of 95530

>Maybe today's "semi stock price" action is a precursor to this summer - starting out quite strong, but then fading as the day progresses.< Not so fast there my friend! I've gone long on a daytrade of AMAT at 15.95 so I want the idea of a fading market to disappear completely right now. <gg> I won't be holding it too long by the looks of things right now. Seriously, it makes no sense at all to me that AMD can warn and INTC has business accelerating? Oh sure they might be getting even more of what AMD is not but is business accelerating? Regardless the comments were at best a backhanded compliment. If the rest of the industry is slowing then how long can INTC be gaining business? Something very strange about that upgrade and you hit the nail on the head. RtS

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