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Technology Stocks : Semi Equipment Analysis

SOXX 295.15

-2.3%

Nov 11 4:00 PM EST

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To: Donald Wennerstrom who wrote (12021)	10/10/2003 11:26:09 PM
From: Kirk ©	Read Replies (1) of 95397

Thanks Don. Amazing that all but one beat the Nasdaq. I noticed that NVLS was near the bottom of the list. I remember selling my SFAM when it was bought by NVLS as I felt the integration would be problematic as the management of SFAM/Ipec has been like a poison pill... It seems I was right on that one. Kirk

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