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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Shoibal Datta who wrote (271)	1/19/2001 5:07:38 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95622

Shoibal, I don't think Walberg has indicated how long the rally would run, but he has been pretty positive on the benefit of the Fed's rate cut in turning the market around. If I had to guess, I would say that Walberg sees a positive environment going forward for the near term. Of course, ML has stated they believe the next 4 to 10 weeks will be positive. This led them to re-balance their portfolio to include more tech stocks. Message 15207934 Don W.