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

To: robert b furman who wrote (30423)	5/15/2006 1:34:12 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95520

Bob, good to hear from you again. I read on another thread where you have been on "travel" for awhile and now you are back "catching up". I hope that AMAT and A have good reports this week. I particularly hope they address the situation in 2H06. If those words would be positive, it would go a long way towards helping this sector out of the doldrums. The CSFB's of the world have a lot of clout in determining market action. Right now they are predicting a "down" 2H06. Until this assessment changes, positive action in this sector is probably going to be quite muted. Don