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Technology Stocks : Semi Equipment Analysis

SOXX 361.13

+0.2%

Jan 29 4:00 PM EST

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To: BWAC who wrote (15167)	5/14/2004 9:03:41 PM
From: Donald Wennerstrom	Read Replies (2) of 95806

Well, we will probably never know what was going on, but it was another down day for the market - hard to make headway when everything is going against you. Also, the commentary by CSFB today on AMAT didn't help either. It was quite a negative report. Message 20130765 Statements like "AMAT’s order guidance will likely not inspire investor confidence;" certainly don't lead to investor confidence. Don

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