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

To: Gottfried who wrote (788)	7/10/2001 10:53:17 PM
From: Return to Sender	Respond to of 95738

Chip and chip equipment stocks were weak brought down by the weak tech sentiment, but the latter was also hurt by bearish CSFB comments that the pricing environment will be painful for longer than expected. The Semi Index (SOX 542.21 -21.39) closed at a new 3-month low today with little support above the lows set in early April....Indications are that this will be a rough earnings season. XOI -1.1%, S&P Midcap 400 -1.1%, DJTA +0.0%, DJUA +0.3%, DOT -4.3%, Nasdaq 100 -4.3%, SOX -3.8%, Russell 2000 -1.6%, NYSE Adv/Dec 1216/1864, Nasdaq Adv/Dec 1373/2367 Keep the input up. I enjoyed the Fool's perspective on INTC too. If we do revisit the April lows it will not be the end of the world for most semiconductor stockholders as long as no one is overextended on margin.Technically my chart says a rebound should take place tomorrow. However where we had 99 oversold semiconductors two weeks ago we have only 15 tonight. Chances for that bounce may not be as good as I would like. Thanks, RtS

To: Gottfried who wrote (788)	7/12/2001 2:40:02 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95738

1:30PM: More of the same as the indices remain near their best levels for the day amid widespread participation... Big-cap stocks are leading the action as encouraging earnings news has come from some of the biggest companies such as Microsoft (MSFT +4.39), Motorola (MOT +2.31) and General Electric (GE +1.79)... Semiconductor stocks are up nicely across-the-board as they have been boosted by a double dose of good news in the form of reassuring guidance from MSFT and MOT... The latter company's contention that its wireless telephone business is already beginning to show signs of recovery has provided a much needed boost to communication IC companies like RFMD, TQNT and SAWS... NYSE Adv/Dec 1812/1157, Nasdaq Adv/Dec 2329/1165 I'm not sure we have enough volume or good news to really see a lasting rally but at least we are back in the trading range again. I am looking hard at SAWS if it pulls back again. I really like the way the stock is acting lately. RtS