Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 289.38

-3.4%

Nov 13 4:00 PM EST

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To: Return to Sender who wrote (13798)	3/8/2004 6:49:29 PM
From: Donald Wennerstrom	Read Replies (1) of 95415

<<That's all I am going to say before I become the least popular poster on this thread AGAIN.>> RtS - that could never happen!;) You're the one that keeps us on out "tippy toes" with all the information you keep posting to the thread.;) <<We need to take into account that for over two months now, even during solid earnings reports in January, that the semiconductors and semi equipment stocks have been selling off on higher than average volume.>> That's the old "buy the rumor, sell the news" type of syndrome the happens quite often. It doesn't necessarily make it right, and at some point, that action will reverse and prices will go higher. Personally, I am trying to locate that inflection point - and I think that point is rather close because of the very low SCE valuations presently in existence. Don

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