Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 298.01

-0.5%

Dec 15 4:00 PM EST

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To: Alastair McIntosh who wrote (11652)	9/18/2003 10:01:26 AM
From: Return to Sender	Read Replies (3) of 95580

Seems to be a little disconnect in reality at JP Morgan today to me. Why upgrade KLAC the day after a disappointing btb number comes out without at least commenting on that number? In addition expensing options will effect all these companies going forward as soon as they either adopt rule changes for proper expensing or have those rule changes forced on them. In the meantime Alastair, I am long so lets remember, Valuations don't matter Valuations don't matter Valuations don't matter and.... Never is heard a discouraging word when the bulls are roaming the range. RtS

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