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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: Cary Salsberg who wrote (4661)	8/7/2002 2:06:33 PM
From: Lizzie Tudor	Read Replies (2) of 95530

. I don't expect the excessive valuations of the "bubble", but revenues, earnings, and stock prices will exceed bubble highs in 5-6 years. I can't believe there is another human on the planet that thinks this way. If there was ever a case in my investing career (not just stocks, but RE or other assets) where the fundamentals have a chance of eclipsing a past bubble/hype valuation, the internet is it. Its not like this hasn't happened before, PCs in the mid-80s or you name it. But I'm reduced to talking to myself in the mirror to find a companion viewpoint! L

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