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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: pater tenebrarum who wrote (114107)	7/23/2001 11:15:37 PM
From: Haim R. Branisteanu	Read Replies (1) of 436258

Heinz, be contrarian to contrarian <GGG> VSH, AVX can serve as examples The market does not behave like there are to many bulls, aside this is a fundamental call, based on high tech equipment life span. First big overhaul was mid 1999 due to the imposed and well advertised Y2K issue. Hardrives and memory start to fail after about 3 years max 5 so instead of changing hard drive they change the box. Also CRT's will start to be changed due to health related awareness and also age. This includes telecom gear and servers. Also the "last mile" will start to get more attention and the base will expand. Further lower energy prices will bring marginal buyers back to market - e.g. developing countries including China and India. Their presence will be felt in about 3 to 6 months and then will be to late to "accumulate" All in all for the "market" I foresee a 6 to 10% rise to year end and 10 to 15% next year no fire works, just old type of stock advances, therefore the first 5% are important BWDIK Haim

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