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Technology Stocks : Semi Equipment Analysis

SOXX 299.81

+2.7%

Dec 19 4:00 PM EST

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To: Return to Sender who wrote (17791)	8/8/2004 5:53:42 PM
From: Donald Wennerstrom	Read Replies (1) of 95616

Good article from investmenthouse.com - a lot of rationale expressed for what they expect to happen next. <<Don why did you not highlight that Warren Buffett is still not finding buys in the stock market because he does not see enough opportunity for profit? Certainly a good article but I believe the entire passage should have been in bold:>> A couple of things - first of all, I am not a WB fan, but don't try to read anything into that other than a personal bias on my part. Secondly, WB is a "real long term" investor - something that I am not. To make money in the semis and semi-equip area is to find ways of taking advantage of the "schizophrenic" ups and downs of the sector(s) over a much shorter term period than WB is concerned with. Don

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