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Technology Stocks : Semi Equipment Analysis
SOXX 299.48-4.8%Dec 12 4:00 PM EST
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To: Donald Wennerstrom who wrote (15304)5/21/2004 11:24:02 AM
From: michael97123  Read Replies (1) of 95579
 
What we need is one of those analysts from a major firm to change his tune. I wonder if the book to bill will get someone to realize that amat falling from 26 to 18 was enough mulitple contraction for a sector that will do well for a longer time than they thought. mike
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