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

To: BWAC who wrote (17536)	8/2/2004 2:35:19 PM
From: robert b furman	Read Replies (1) \| Respond to of 95738

Hi BWAC, Thanks,I for one think if we stay positive and close up on all the indices it will be a psychological watershed event. In the past these crisis level upgrades have been big fear drivers and down days. It might just show that our antiterrorism is working and thusly becoming a confidence driver. THAT WOULD BE HUGE !!!! It would get us back to where we were on September 10,but with great corporate profitability on going and current. What a huge adjustment - and it could be right around the corner. Could well be what is driving the 100-1100 plus tick moments. In short the unwinding of the short positions by big money. BWDIK Thanks again for the response. Bob