Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 309.36

+2.2%

Dec 3 4:00 PM EST

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To: Donald Wennerstrom who wrote (12439)	11/9/2003 9:56:37 PM
From: Return to Sender	Read Replies (2) of 95520

Don, I would like to echo the interest Michael Happel had in seeing tables for the recent gains. I think tables from October 2002 to now, or March 2003, would be better than year to date. From the October 2002 bottom would be best. A lot of the discussion lately here has been about market tops and the FED raising rates. I too am concerned but I also agree there is plenty of reason to believe that stocks can continue to rise after periodic selling to reach the lower channels of the respective uptrends. Eventually stock investing may rotate out of technology stocks into other areas where more relative value now exists. The major drug stocks for instance have been some of the worst perfomers this year. I expect these stock to outperform later in this economic recovery. On the other hand I bet Michael will be interested to see this chart from Barcharts because it lists the relative performance of most of the semi equips which we discuss here over the last year: www2.barchart.com RtS

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