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Technology Stocks : Semi Equipment Analysis
SOXX 296.20-0.6%Dec 16 4:00 PM EST

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To: Return to Sender who wrote (11648)9/18/2003 12:31:33 PM
From: Donald Wennerstrom  Read Replies (1) of 95587
 
<firm believes the equipment stocks may see a 10-15% pullback near-term.>

Would you believe AMAT opened about 3 percent lower, and as I write this note(about 12:30 ET), AMAT is back to within about 1 percent of its yesterday's close. So much for a 10 to 15 percent drop!:)

Don
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