Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 342.47

+1.6%

Jan 16 4:00 PM EST

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To: Cary Salsberg who wrote (776)	7/10/2001 12:27:30 PM
From: Return to Sender	Read Replies (1) of 95738

Well you two sure blew holes in my hypothesis. Jim is in cash and waiting for this quarter to ring in with bad earnings and further warnings before investing. You seem certain that the same companies that were so certain that orders could only increase about 12 to 18 months ago are now right when they state they expect no growth for 12 to 18 months. How long before you would invest? RtS

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