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Technology Stocks : Semi Equipment Analysis

SOXX 337.22

+1.6%

Jan 15 4:00 PM EST

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To: Donald Wennerstrom who wrote (15216)	5/17/2004 5:47:33 PM
From: Kirk ©	Read Replies (2) of 95730

"Maybe tomorrow will be a better day." I doubt it.. during the conf call, they said even if China slows, the orders will still be up a good deal.. and that they are seeing good spending in all segments, and they raised guidance... and test & measurement was up 16% due to grey market is out of used gear and companies are buying new stuff to expand... semi's are booming and they think it will continue longer than "some" say... so this much good news should be worth a 20% haircut tomorrow. -g- fwiw, there was good support at $25 back in 2001 so my hunch is the odds are high for similar support there cbs.marketwatch.com but I have powder dry should there be a test of the $20 area... I think I heard a question from Fitzgerald of BofA... the bear on the semi sector. He likes Agilent so if Agilent tells him orders are still strong... naw, too much to hope for him to get bullish on the rest of the sector. -snort Kirk

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