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Technology Stocks : Semi Equipment Analysis

SOXX 281.61

+1.7%

Nov 19 4:00 PM EST

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To: Return to Sender who wrote (6205)	10/16/2002 9:27:50 AM
From: michael97123	Read Replies (1) of 95443

RTS, This lack of visibility thing is like driving thru a fog bank. It lifts just as you get to white knuckle time or at least it does that most of the time. Seems to me september/october will be bad economic months followed by rebounds in november/december. There is talk in my industry--financial service/tech sales that the capex restraints will be lifted soon if folks just want to keep up in the next up period. I have said this before and it hasnt materialized. Think we are getting to the point that the old stuff sucks, and lacks disaster recovery capabilities that are now required in financial service industry. One band customer of mine tells me they are in violation of their own security audits in many areas. Eventually the will have to pay up and build out. Market staying somewhat healthy thru the end of the year would help big time. Mike

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