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Technology Stocks : Semi Equipment Analysis
SOXX 296.92+0.1%Dec 1 4:00 PM EST
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To: robert b furman who wrote (3701)6/28/2002 8:56:40 AM
From: orkrious  Read Replies (1) of 95503
 
When pc demand turns the corner

that's the key. personally, I don't see us every going back to the heady growth rates of the past.

Dan niles said it best on bubblevision yesterday. last Q, INTC has the same level of sales as it did in 1996. Yet its margins are lower, its growth prospects are nowhere near where they were then, and it's stock price is double.
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