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

To: Gottfried who wrote (3153)	5/16/2002 8:51:18 PM
From: Return to Sender	Read Replies (2) \| Respond to of 95515

I knew you were joking. I just felt like pontificating again. <gg> I've been looking for someone to put a spin on the btb numbers reported tonight but even Briefing.com seems to be unwilling to add any insight to what was expected or what we should expect as a reaction. On the buy/sell side of the AMAT equation I disagree with your assessment of the Full Disclosure thread. As a group I get the feeling that even on the recent dip before AMAT earnings most investors expected cheaper prices. And not just in AMAT. These same investors, or speculators if you will, are not now likely to buy higher despite additional evidence of a recovery. We are in a bear market trading the range. RtS