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

To: Sampat Saraf who wrote (10476)	7/7/2003 4:31:31 PM
From: Donald Wennerstrom	Respond to of 95526

Sampat, I don't know of any that are specifically lagging. The semi-equips tend to move together. The stronger ones, like AMAT, KLAC, NVLS, tend to move quickly in a recovery. Like today, AMAT closed up over 10 percent. The smaller companies can also move quickly and some of them will recover further than the stronger, large cap stocks. I suggest you look back over at least the table postings of the last 2 to 3 weeks to discover the stocks in the Group of 25 that I follow that have relatively good performances during the long down turn that we have experienced. Percentage wise they should do relatively well during the economic rebound that may be in the offing. The next 2 to 3 weeks should be very important in determining the outlook for the market in the 2nd half of this year. As Briefing.com points out - it is not necessarily the earnings reports that are so important, it is more the business outlook that companies see for the remainder of the year. Don