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

To: robert b furman who wrote (4738)8/7/2002 9:38:17 AM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95480
 
Bob, CSCO's report was a big help in turning things around. The next help may come from AMAT's report next week. I think the market has been expecting sort of a "downer" report out of AMAT. If AMAT can pull off an "upper" like CSCO, the bull case could get a lot stronger.

Again, we will just have to wait and see what transpires, but we don't have much further to wait.

Don



To: robert b furman who wrote (4738)8/7/2002 9:49:16 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 95480
 
Bob,

I personally could use the absence of sweating under my armpits for a few months at least.<VBG

At this point, I'd settle for a few days:-)

Brian


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