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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: orkrious who wrote (4647)	8/6/2002 8:18:39 AM
From: Proud_Infidel	Read Replies (1) of 95530

Hi Jay, the point that the future for these companies is not as bright as it was at other troughs. I saw an industry report a little while back that stated that the number of computers sold in the next 10 years will outnumber all those sold to date; and PC's now make up only 25% of the industry total! Even if they are off the mark by a little, calling this a sector which has seen its best years is foolish IMO. That's comparable to calling GE fully valued after the 1920's. Just because a company reaches a certain level, does not preclude healthy growth going forward, especially off the depressed levels where we currently are. BK

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