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

To: Return to Sender who wrote (9498)	4/18/2003 10:25:00 AM
From: Cary Salsberg	Read Replies (1) \| Respond to of 95480

I have a suggestion. Listen to the conference calls for ALTR, XLNX, LLTC, and MXIM. I understand that you depend primarily on TA, but if 4 components of the SOX are seeing a fundamental improvement in their business in a generally poor business environment, then you need to consider that advanced technology will lead the economy out of this downturn, that these companies are the cream of the crop, and that they will cause the SOX to blow away your TA measures.