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Technology Stocks : Semi Equipment Analysis

SOXX 296.92

+0.1%

Dec 1 4:00 PM EST

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To: Gottfried who wrote (15558)	6/4/2004 12:50:01 AM
From: Ian@SI	Read Replies (1) of 95503

G. You're far too pessimistic. The institutions abandoned the sector as soon as the upturn was obvious fearing that this can only lead to the end of this cycle and not wanting to be the last man out. Thus once it's obvious that bookings have peaked, don't you think they'll all rush back in not wanting to be the last man on the train? <vbg> Ian

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