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

To: Donald Wennerstrom who wrote (13639)	2/29/2004 8:47:20 PM
From: Return to Sender	Respond to of 95640

The futures look pretty strong tonight as I am sure you have probably noticed already: cme.com I'm really not expecting that the SOX/SMH will suffer any kind severe breakdown but until we get a little fear back in the market we are not too likely to run much higher either and a breakdown is possible. I don't think fundamentals matter as much as they could right now. We have too much complacency. A little scary breakdown might just take care of that and bring the institutional buyers back. So don't rule out a breakdown of the SOX/SMH or think that it would necessarily be a bad thing. RtS