Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 302.84

+2.0%

Dec 2 4:00 PM EST

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To: Return to Sender who wrote (10437)	7/5/2003 10:07:25 PM
From: Donald Wennerstrom	Read Replies (1) of 95515

RtS, Frankly, I'm not sure what evidence this article brings to the table except a lot of statements about "how things are going to explode for the better". <An upgrade to overweight is a risky bet and we are uncertain whether we will take this step, but more aggressive traders may wish to position for a trading rally.> I wonder what the author thinks has been happening for the past 3 months if not a rally? Sounds like he is a little behind the times.:) Don

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