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Technology Stocks : Semi Equipment Analysis

SOXX 306.14

+0.4%

Dec 24 4:00 PM EST

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To: Return to Sender who wrote (11136)	8/22/2003 6:17:01 PM
From: Donald Wennerstrom	Read Replies (2) of 95632

RtS, Now you see how they do it. <This positive preannouncement implies that the months of July and August have been significantly stronger than expected.> You see, you just have to know how to put "positive spin" on top of "positive spin". We don't want to waste this good news you know, rather we have to keep building upon it. But, what is this? Given that the markets are running up today based on the Intel news, firm would not recommend purchasing into this rally. However, believes that any pull-backs over the next few weeks in these names represents an entry point for the stocks.> I am really not sure about this kind of advice. IMO we have to jump in right now! The economy and semi land is so strong out there right now we may miss the whole run-up in these stocks if we are not careful. After all, INTC raised their guidance by a whole 5 percent today and looked what happened. I really think they should have gone a whole 10 percent to really give the market a "pop" Don

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