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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 10:09:36 AM
From: Cary Salsberg  Read Replies (2) of 95530
 
RE: "...the future for these companies is not as bright..."

I believe that the future for the technology companies I am invested in has never been as bright. The "bubble" was a huge misstep on the road to the future, but "dot.com" was Model T stuff compared to what we will see. I don't expect the excessive valuations of the "bubble", but revenues, earnings, and stock prices will exceed bubble highs in 5-6 years.

Note: my predictions about semi-equips NOT taking out 9/11 lows were WRONG (except for KLAC and ASML, so far). I was far less confident about that than I am about the above.
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