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Technology Stocks : Semi Equipment Analysis

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To: Return to Sender who wrote (5302)	9/5/2002 8:24:07 PM
From: Cary Salsberg	of 95536

RE: "...mobile phone maker...several new models...one aimed at the youth market with a color screen and a built-in camera..." Add broadband and you have a communications revolution. Sony announced a "network video recorder with a hard disk and Linux". Again, combine the two, and you can easily transmit and record real time, everything. These are the kinds of seemingly evolutionary products that will be the technology drivers of the next up turn.

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