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Technology Stocks : Semi Equipment Analysis

SOXX 328.78

+2.9%

Jan 9 4:00 PM EST

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To: The Ox who wrote (10923)	8/10/2003 10:07:15 PM
From: Donald Wennerstrom	Read Replies (1) of 95703

Michael, Welcome back from your "vacation" - it is very good to hear from you again! <In other words, last year at this time their estimates were so incredibly far off (by a factor of minus 200%!) that one must seriously question the current view, which is a mirror image of last year. To be off an aggregate of $20/share verifies what we have said on this thread many times, the analysts are totally clueless and their estimates aren't worth the paper their printed on.> Very true - it is one of the benefits of keeping records over several years. The truth will out. The present problem is that growth is not strong enough to get where everyone would like to be. The recovery has been predicted for a couple of years now and it is still not in sight. Everybody is still guessing at this point. The NASDAQ will probably stay in the range of 1400 to 1800 for quite a long while. If I have seen 1 comment, I have seen at least 5 comments in the last week about how recovery is coming in the first half of 2004 or just 2004. Just like the analysts last year at this time, they are "clueless" I am glad you are back to contribute to the thread - you really knew the right time to get out this year and have your vacation.<gg> Don

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