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

To: robert b furman who wrote (17864)	8/10/2004 11:09:42 AM
From: BWAC	Read Replies (1) \| Respond to of 95640

<Don't look now but bad news (Lehman downgrade ). is being greeted as a positive.> I'd reserve judgment on that until about midday tomorrow. Get past the senile equal opportunity wealth destroyer at 2:15 today. Then see which way things are going. Any perceived strength right now could just be short covering in preparation to short it all to the lows again. Volume stills shows complete markIt buyer apathy. Plus there is nothing in the world CSCO can do to present favorably touted earnings tonight. Another billion, just another reason to sell cause it was .000314 short of revenue estimates and inventory was up by 3 partially completed routers.