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Technology Stocks : Semi Equipment Analysis

SOXX 360.20

+2.5%

Feb 11 4:00 PM EST

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To: robert b furman who wrote (26278)	10/24/2005 8:43:12 PM
From: Donald Wennerstrom	Read Replies (3) of 95923

Bob, This was a real eye opener for me. They have been talking about "excessive inventory" for many, many months now and these companies can't even deliver computers. They list them in their advertising, then you go to the store and they don't have them. Not only do they not have computers to sell, they are backlogged so far back they can't even tell you, or commit to you, when they will be able to sell you a computer. That is incredible to me! Don

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