Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 304.92

-0.1%

4:00 PM EST

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To: The Ox who wrote (17631)	8/5/2004 12:00:07 PM
From: Donald Wennerstrom	Read Replies (2) of 95652

<<What's wrong with this picture...?>> It looks like a good "picture" to me, but the market thinks it looks pretty crappy. You have made a very good analysis of the present situation, and the future looks bright, but the market isn't "buying it". Apparently, the projected view of a cyclical retrenchment for 2005 still holds sway for the semi-equip group. I don't know what it is going to take to change that perception. Don

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