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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: Donald Wennerstrom who wrote (10927)	8/12/2003 11:10:54 AM
From: The Ox	Read Replies (1) of 95702

Hi Don, I'm not exactly back from my hiatus but I did find some time over the weekend to catch up on the thread. Like you, I think we are a year closer to the rebound but I'm not convinced it will happen as strongly or as quickly as many seem to be predicting. We still seem to be lacking the major catalysts in many market segments. Maybe the back to school purchasing will see some decent improvements this season? I wouldn't expect much during August, lots of people on vacation in the investment community. We should get a better handle, in September, on where the "big boys" want to take this market. A slight drift up during August wouldn't surprise me either. AMAT should add some short term fun this afternoon. Best regards, Michael

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