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

To: Donald Wennerstrom who wrote (3123)	5/14/2002 4:48:16 PM
From: Return to Sender	Read Replies (2) \| Respond to of 95530

I agree Don. This news could be good enough to carry the SOX back to 600. At that point valuations questions may come into play again. From the AMAT CC: AMAT Applied Materials (26.64 +1.06) -- Update -- On conference call, company says it is seeing a moderate recovery in semiconductors. "Phase I of the recovery is underway."...stock at 27.64. AMAT Applied Materials (26.64 +1.06) -- Update -- On call, company says book-to-bill was 1.5-to-1....business has improved and it's seeing an increase in DRAM orders....Recovery is being driven by consumer demand....stock at 27.97. SOX 6 month chart stockcharts.com[h,a]daclyyay[pb50,200!d20,2][vc60][iUb14!La12,26,9!Uk14]&pref=G Anyway I'm happy for those who are making money here today. RtS