Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 298.01

-0.5%

Dec 15 4:00 PM EST

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To: michael97123 who wrote (15296)	5/21/2004 11:20:05 AM
From: Donald Wennerstrom	Read Replies (1) of 95579

Thnaks for the input. <<Having said all this, right now, it seems that the sector is still quite healthy, and unless my reading on the market in general in the next three to six month is completely opposite of what the market may do, would say that stocks like AMAT and KLAC are probably near the bottom of their range here rather than ready for a big "spill"....>> Sounds good to me. All we need is the Bookings to follow the AMAT projection for the next quarter and the sector should do well. Don

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