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Technology Stocks : Semi Equipment Analysis

SOXX 303.84

+1.3%

Dec 22 4:00 PM EST

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To: C_Johnson who wrote (11431)	9/4/2003 12:13:18 PM
From: Sam Citron	Read Replies (1) of 95622

Hey Carl, Part of the fate of the newsletter writer is being remembered for the ones that get away. <g> That said, I'm a bit disappointed that NVLS, KLAC and ASML were not added during this downturn and are not in the model portfolio because they are some of the bigger names in the group and they have some key competitive advantages. The buy program on PHTN, however, has been reassuring. Sam

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