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

To: Return to Sender who wrote (12009)	10/10/2003 12:14:39 AM
From: robert b furman	Read Replies (1) \| Respond to of 95406

Hi RtS, Wouldn't be surprised to see a fallback to the channel midpoint. If we get earnings that are good could well climb along the top of channel for a week or so. Just speculation. Earnings not as important as backlog and forward vision. With foundries(the best new indicator) at 90% plus - you know quotes are running strong and the good/great surprise would be pullind and a backlog growth. That's all we need to go higher. JMHO Bob