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Technology Stocks : Semi Equipment Analysis
SOXX 309.40+1.0%Dec 5 4:00 PM EST

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To: michael97123 who wrote (15331)5/22/2004 3:18:50 PM
From: Zeev Hed   of 95531
 
Mike, I have been quite consistent since January suggesting that first the Sox will sink more than the Naz (it sank even lower than my target, which was around 450) and the following advance will be led by the BTK, actually making a new high. My opinion on AMAT , as you have noted, is simply a reflection of that point of view. In fairness, I also thought the BTK will hold 500, and it has dipped a little under that.
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