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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: scott_jiminez who wrote (5825)10/4/2002 8:35:55 AM
From: The Ox  Read Replies (1) of 95530
 
I don't own any semi cap equip stocks at this point in time. I was suggesting that your doom and gloom scenario is understandable at this stage in the cycle. This mornings post suggests that the bottom won't be reached for another 1.5 to 3.5 years. Ok, fine. That's your position. We'll look back at your view in another 6 months to see if your vision of the future was accurate. I personally think your view is too pessimistic but not unusual since I think we are in the final 2 to 4 quarters of the trough. Maybe I'm too optimistic. We'll see...
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