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

To: Return to Sender who wrote (7895)	12/29/2002 11:14:59 AM
From: Cary Salsberg	Read Replies (1) \| Respond to of 95521

Confusion! Are they talking about semis or semi-equips? It appears to be semi-equips. The BTB was for semi-equips, I believe. AMAT is a semi-equip. 20 to 30 times $1.20 gives AMAT an upside peak of $24 to $36. I am glad I have a different model of what is happening and will happen.

To: Return to Sender who wrote (7895)	12/29/2002 2:27:37 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95521

I think the market has been trying to rally, but the "bad news" has been holding it down. If the Santa Claus rally is still coming, this week should see the start of the action. A 2 to 3 week rally could be in the cards. This Friday, 3 Jan, is typically one of the strongest days in a rally. A lot of money has to be invested in the market by pension funds, etc, at the start of the new year. Of course, this year, like any year is different, and we haven't had the prospect of war with 1 or 2 countries in the news like this year. Don