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

To: Return to Sender who wrote (3440)	6/6/2002 3:56:36 PM
From: The Ox	Read Replies (2) \| Respond to of 95621

This sell off doesn't have the look of capitulation. Too orderly, IMO. So, now the analysts are saying they know more about the industry than the CEOs. Downgrade of TXN and AMCC both have analysts saying that the companies are wrong and they are right. It will be interesting to see how the ML call on INTC stacks up with the company statements this afternoon. Warning light should still be yellow or red for those looking to go long.

To: Return to Sender who wrote (3440)	6/6/2002 10:03:50 PM
From: robert b furman	Respond to of 95621

Hi RtS, Any further notice?? Holy Cow Batman it looks scary!!: cme.com Tomorrow looks like a great blue light special moment. Do you have one of those slick "member only charts" on Sox,Amat and Cohu? hint hint hint. I'm thinking the open is a great place to display ones cahones and 60 days later a very nice 50% gain will be yours. Could also be a great way to create a margin call - but we are well into recovery.July 6th was the feds first 1 point rate reduction occurred 18 months ago. It is important to keep perspective. This may well be the pivotal event for a bottom to come in. BWDIK Bob