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Technology Stocks : Semi Equipment Analysis
SOXX 306.14+0.4%Dec 24 4:00 PM EST

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To: robbie who wrote (15244)5/19/2004 3:56:58 AM
From: The Ox  Read Replies (1) of 95632
 
I don't know how the market will react? Today's report by Ixys was MUCH better then I expected! Significantly better. I expected a larger loss then they reported, so I think they did very well.

Even though I've written the above, the market has basically dumped on every semi co in sight and there's no reason to believe that this will change with SYXI's report!!!

The trend is down and there's no reason to jump out in front but SYXI is producing very nice #s. Regardless, I expect a strong sell on news. The semi trend is down and I have no reason to expect this to change tomorrow.

jmo
mh
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