Stock Attack II - A Complete Analysis Message Board

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Strategies & Market Trends : Stock Attack II - A Complete Analysis

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To: Paul Shread who wrote (8004)	5/24/2001 9:19:17 PM
From: The Freep	Read Replies (1) of 52237

Yes, unless Intel decided to take April off ("Ha Ha! April Fools!"), then the rest of the world sure didn't spend a lot. I do wonder, though -- does everything in the Intel Capex budget go to the semi equipment makers in that survey? Even if it doesn't, you gotta figure most of it does. This is why the discussion of a second half turnaround misses a key issue -- it might happen, but what level of growth will have to be achieved just to regain earnings/revenue levels of past years? In short. . . just how far down will earnings fall, and will the stocks ever be priced accordingly? I dunno, but everytime it looks like the other shoe will drop. . . some big foot comes along and fills that shoe before it can hit. Or some tortured metaphor like that. At some point it's gotta even out. I'll give a dollar to the person who can tell me when :-) the freep

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