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

To: Return to Sender who wrote (8210)	1/25/2003 5:28:14 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 95756

I think your first assumption may be correct. We could be in a basing period. I'm not making any assumptions here. My last post was observations, not assumptions. I am much less sure of the near term outcome than most with a strong short bias, that is for certain. Last summer there was nowhere to hide, every stock went down. Now we are not in that kind of a deadzone. The consumer internets are holding or up on the bad days, that is the strongest group, next is software. After that, we have the semis, semi equips and networkers. Just anecdotally some of the networkers like ciena are stronger than any semi I can find. 'Splain that one to me, I don't get it. I posted on the amat no politics thread that we can't have recovering enterprise software with no PC recovery, just impossible. So either business is going back down for software or semis/PC biz is a little better than the stocks indicate. My own view is the "geopolitical risk" scenario is hitting the big multinationals like AMAT double-hard. Software doesn't see it - we are mostly N. America. Lizzie