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

To: Return to Sender who wrote (8207)	1/25/2003 3:12:54 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 95748

Lizzie you aren't operating under the mistaken assumption that we have already started a new Bull Market are you? No- I think we are in some sort of choppy basing period where new leaders are determined. Thats my job, to figure out who these new leaders are, these guys are 3x their october lows in some cases. Beas and nxtl examples of this. It may be that semis don't have any candidates. Applied is shutting down a week in feb and another in march so business can't be too good. In the early 90s a bunch of giants like IBM crashed and burned while the emerging leadership took off so my expectations are that that happens again. Lizzie

To: Return to Sender who wrote (8207)	1/26/2003 8:36:04 AM
From: robert b furman	Read Replies (2) \| Respond to of 95748

Hi RtS, Interesting how the Sox and Naz,are in a relative way holding up better. With ADX and -DI still rocketing to new highs and Stochastics not even showing us a failed bounce yet - we are early in this decline. Who would ever have thought that the Naz and Sox would hold up after being the best bleeders for the last 3 years? Could be a very subtle. but yet important market shift to observe? The Naz also happens to be the only index to pop over it's 200 ma. All the indexes have gone sideways for a while now - since July or October bottoms. I'm thinking the headlines will give us new lows in the Dow and S&P but a retest of the Naz may prove the low was already in last year? Short covering and stealth position taking may well save the Sox and the Naz - I hope. Bob