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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: michael97123 who wrote (15306)5/21/2004 11:32:32 AM
From: Donald Wennerstrom  Read Replies (2) of 95574
 
<<What we need is one of those analysts from a major firm to change his tune.>>

We need more than one.:-) There are several out there, including many institutions, who have been "pulling the plug" on this sector. The much better than expected bookings reported yesterday put a little "dent in their scenario" for lower lower prices, but they don't give up easily. Nobody likes to be proven wrong and "they" are no exception.

Don
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