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Technology Stocks : Semi Equipment Analysis
SOXX 299.67+1.5%Nov 12 4:00 PM EST
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To: Cary Salsberg who wrote (4145)7/19/2002 2:45:56 AM
From: Sam Citron  Read Replies (1) of 95406
 
Cary,

I don't disagree with you. When Moore's Law meets the Bubble we don't get quite the same cycle as we previously got. I don't think most investors yet realize that their Jan 2004 calls may not go out far enough. It's going to be a very slow recovery indeed, just as you predicted a year ago. In fact recovery may be an overstatement. We may have a double dip recession or worse.

Sam
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