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Technology Stocks : Semi Equipment Analysis

SOXX 324.89

-1.1%

Jan 7 4:00 PM EST

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To: Crossy who wrote (3295)	5/25/2002 9:57:05 AM
From: robert b furman	of 95689

Hi Crossy, No dampening going on here.Very long term play. I'm picking up cast out garbage - putting it in compost pile. It will make a fertile garden next season. I missed Fiber Optic distribution top last cycle - became aware of sector.So I've watched it for several years now. Glad to see it wash out. No doubt it will survive into the future. Our world has more Photons in it just as surely as we'll see more silicon chips. Many new technologies will change landscape but long term trend is in direction of all fiber networks.The final goal will be cool running photons slipping thru doped centers of glass strands and no nasty electrons to slow things down. Active fiber is a much better idea than bending thru bubbles. Laws of physics suggest speed of light will ultimately prevail over slow noisy and hot electricity. I'll be watching this evolution for decades. No harm in picking up nice balance sheet component makers that are being thrown out with overleveraged networks in the bath water. Large consolidation still to come for the too many network players.Still global sales of telecom components will exceed 200 Billion this year.There has to be room for someone to make money in there somewhere. That is a lot of money. Bob

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