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

To: BWAC who wrote (15397)	5/25/2004 12:57:28 PM
From: Jess Beltz	Respond to of 95616

Methinks we might be getting some Stealth buying here. If semis do rebound (this summer) they do so fairly quickly. Maybe the only thing as frustrating as riding a big down draft downward is being on the sidelines during an updraft. If the sector is fairly washed out, early birds might be sneaking back in. Plus, after the announcements from Saudi Arabia in the last two days, world oil prices might have peaked (which is NOT to say that U.S. gasoline prices have). Finally, the high energy costs are doing the Feds work for them as far as slowing down the economy is concerned. We might get some fair skies for awhile. Jess.