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

To: Donald Wennerstrom who wrote (28142)	1/23/2006 9:29:40 PM
From: robert b furman	Respond to of 95611

HiDon, I've got some pay back to collect. Unbelievable how predictable selling up before the earnings has been on big caps this quarter. Great earnings and conservative guidance has given an instant 3-5 % haircut - if you shorted the announcement. At least buying Octobers dip and selling the day before EPS- would make you a nice pay day on the big caps. Intc,Txn - all good earnings and the usual Q1 slow down - witha haircut. Mt scenario is overplaying the seasonality into March - with a buy the dip ,and then watch the pops to new highs working. Not sure, but it is much reminiscent of early 99. Bob