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

To: michael97123 who wrote (14436)	4/13/2004 10:30:35 AM
From: robert b furman	Read Replies (1) \| Respond to of 95823

Hi Mike, Well maybe this is the dip to load up on. I really thought Nvls number would prejump things. The worlds waiting on Intels confirmation. Could well be seeing one of the best orchestrated headfakes in the history of the market right here now ! Hard to imagine prices going down with low rates and earnings doing very well and inventories at record low levels. The excesses are gone,business is good and getting better. Stock prices can only run against the flow so long. I think institutions are loading up. Bob