Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 312.76

+1.1%

Dec 8 4:00 PM EST

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To: Donald Wennerstrom who wrote (12684)	12/4/2003 2:30:34 PM
From: BWAC	Read Replies (3) of 95536

Weird day. Semi news is the long awaited ramp is in progress. Reaction is sell. Late Thanksgiving retail season, only 1 or 2 days of post Thanksgiving sales in the higher than last year retail numbers being reported. All of which are up. And you got a 10% selloff in the major retailors. Despite the selling season being calendar confined to December. KLAC and LRCX say orders will be up 20%. So they go down 10%. Wonder what INTC will have to do to impress?

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