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

To: Donald Wennerstrom who wrote (1031)	8/21/2001 9:24:25 PM
From: Return to Sender	Respond to of 95790

The difference between now and April is that we have evidence that orders are rising. Evidence that we certainly did not have in April when the SOX broke down. I think we both agree on that. If the lower Bollinger Band holds then I will have made a great buy on JBL. If not then I will be buying at 18 soon enough. Also look again at that chart and notice that the recovery rally that came after the April lows led the SOX higher than it has been since. No matter what happens we are that much closer to a recovery. That's all from me tonight Don. The market will do all the talking from here! ;-) RtS