Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

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To: Donald Wennerstrom who wrote (12864)	12/30/2003 7:45:36 PM
From: Return to Sender	of 95541

Don, I want to thank you among others for talking me out of going long on either CMOS or MTSN a while back. The stocks did indeed get ahead of themselves and now reside at the bottom of your list. As you know I for one will not be surprised by more selling in early January. We could see a couple more decent trading days this week to the upside but in order for the NASDAQ to continue to advance chip stocks must lead the advance. They have not been doing that for a while. Perhaps that will change but if it does I think it will not happen until the second or third week of January. That means at least the first full trading week of January could be ugly. Time will tell. As always JMHO, RtS

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