Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 270.83

+1.0%

Nov 21 4:00 PM EST

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To: Donald Wennerstrom who wrote (12530)	11/16/2003 9:51:09 AM
From: robert b furman	Read Replies (2) of 95456

HI Don, With so much capacity utilization reaching upper limits,backlogs growing,and new fab announcements beginning-I'm thinking we are approaching a time to be aggressive. With core positions accumulated during the multiyear bottom,any dip ought to be viewed as a low risk "ADD TO"moment. A lot of tax positioning is occurring here at the end of 03.Those companies that run on fiscal years vs.calendar years - seem to be seeing a better recovery.IMHO Ron over on the Charts and Screens thread has provided a great chart-note the ever strengthening Macd - just barely wants to go negative. ttrader.com We are about to begin a rise that will surprise MOST in 04 IMHO. Bob

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