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Technology Stocks : Semi Equipment Analysis
SOXX 296.92+0.1%Dec 1 4:00 PM EST

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To: Sarmad Y. Hermiz who wrote (11891)9/29/2003 1:12:17 AM
From: Donald Wennerstrom  Read Replies (2) of 95503
 
Well, good luck to you Sarmad - since you are in the market, I think I would do as you are doing - staying in.

I definitely think we will start back up the left side of the bubble this fall - as I said before, it is just a question of when.

I haven't been able to find any LSI specific issues which caused it to drop so much this week. I would have liked it better if it had been more of an "average drop"(like say 8 to 10 percent) to show a little more strength, but maybe it will recover nicely this week.

Don
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