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

To: Donald Wennerstrom who wrote (1024)	8/22/2001 2:08:04 AM
From: SpecialK	Read Replies (1) \| Respond to of 95776

To me, far more important than BtB is bookings data. This is what drives the health of the industry. It will be interesting to see if the "market" picks up on the fact that bookings have been trending upward(although weakly) for the last 4 months.>>>>>>> Don, my comments earlier and now are that the "market" is forward-looking, so back in December when these semi-equip cos rallied, they knew what we know now. The recent action of the semi-equips to me indicates the the rebound will not be strong, and so 4-6 months from now, we may be surprised that things are not better than anticipated. We may (hopefully) see a bounce in SOX due to this news, but it's more like the cart pulling the horse, not the other way around, IMO. Ketan