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

To: robert b furman who wrote (42549)	1/7/2009 5:27:01 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95567

Bob, Very good advice - thanks for suggesting that.<g> The volatility we are having now is fierce. There is a real tug of war going on right now in the market, but particularly in the semi sector. There is a lot cash just itching to get to work, and students of the market as well as those who have been there before(including me) know that the semi area is one of the sectors to respond first when the "market" thinks the end of the "recession" is over and better times exist about 6 months in the future. The crowd who believes that we are now at that point do not want to be left behind so they are "jumping in with both feet". On the other hand, it doesn't take much reading of the news to know that the economy is in really, really bad shape so there are many who don't believe the 6 months out scenario is presently at hand. They think it is still somewhere out there beyond 6 months. Each day brings out more information about the present and future outlook. Because of the earnings reporting season starting next Monday, the next few weeks will probably be more volatile than usual, and the aggregate results of the reporting may help to convince one or the other of the investing crowd the right way to respond. Don