Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 291.39

+2.8%

Nov 26 4:00 PM EST

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To: Donald Wennerstrom who wrote (4712)	8/7/2002 9:18:41 AM
From: robert b furman	Read Replies (2) of 95484

HI Don, A crack in the bear case funk - I agree. May not mean another battle or two goes to the bears - I think we see a sideways market - with an upward bias going to the great managements that manage growth first.Additionally I thinkg top line growth will be harder to find but out there.I think the next biggest driver will be cost management. If you can't grow the top line - then saving expense is a good # 2. Both will continue the relentless growth of more chips in the future. Slow growth supported by concrete cost savings - the kind of growth that continues without spikes and valleys. I personally could use the absence of sweating under my armpits for a few months at least.<VBG> Bob

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