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Strategies & Market Trends : Sharck Soup

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To: GREENLAW4-7 who wrote (24962)	5/25/2001 8:10:07 AM
From: GREENLAW4-7	of 37746

Regarding semi cap. equipment UPGRADES: What do they think will be the catalyst for the next leg up in revenues? Telecom? Internet? Its like these fellas got caught holding these stocks at MUCH HIGHER levels and are now doing anything they can to dump in the current CTR. (counter trend rally) These stocks are too expensive currently and I beg to differ if we are heading into another trend up in the revenue structure of these stocks. It will take YEARS for the AMATs of the world to get where they were last year if ever!! Who the hell will buy if WORLD ECONOMY is heading into a substantial slow down?? Everyone should be very wary of these analyst. I have heard alot of PUMPING and trying to DUMP prior to coming warnings. Be very careful going long but stay away from the CHIPS period!

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