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Technology Stocks : Semi Equipment Analysis

SOXX 312.76

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4:00 PM EST

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To: orkrious who wrote (4650)	8/6/2002 9:21:46 AM
From: The Ox	Read Replies (1) of 95536

ork, We have to keep in mind the cyclical nature of this industry. Boom to bust to boom. It would do the sector good to never see those past growth rates again because they cause the bust. Overcapacity brings the slowdown, the slowdown brings caution and reduced spending. Eventually, the caution gets too extreme and before you know it, voila, we get increased demand. We are in another cycle and never, say never...

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