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Technology Stocks : Semi Equipment Analysis
SOXX 303.84+1.3%Dec 22 4:00 PM EST
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To: Kirk © who wrote (2599)4/3/2002 12:08:41 PM
From: orkrious  Read Replies (1) of 95622
 
What do you know that the ECRI and Ucla's Anderson School don't?


I think they are wrong. I prefer reading Roach (he only posts here every few days):

morganstanley.com

Also, you have to study other bubbles and what happens when you emerge from them, the last in the US being the 1930's.
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