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

To: BWAC who wrote (14498)	4/15/2004 2:38:35 PM
From: Donald Wennerstrom	Respond to of 95850

<<You'd think, given the current opportunity and right environment, they'd first create some upward momentum to sell into instead.>> You would think so, but for whatever reason today, the "bad vibes" are in command. As the week started out, we found out that the economic news was "too good" - this caused the potential rising interest rate scare. Now today, we find out that "initial job claims" rose to a much larger number than anticipated. You would think this would mitigate the rising interest rate scare, but no such reaction. As an example, LRCX that put out a quarterly report last night, that more than beat everyone's expectation, is down 7 percent today as I write this post. Don