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Technology Stocks : Semi Equipment Analysis
SOXX 289.38-3.4%4:00 PM EST

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To: Return to Sender who wrote (12009)10/10/2003 12:14:39 AM
From: robert b furman  Read Replies (1) of 95411
 
Hi RtS,

Wouldn't be surprised to see a fallback to the channel midpoint.

If we get earnings that are good could well climb along the top of channel for a week or so.

Just speculation.

Earnings not as important as backlog and forward vision.

With foundries(the best new indicator) at 90% plus - you know quotes are running strong and the good/great surprise would be pullind and a backlog growth.

That's all we need to go higher.

JMHO

Bob
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