Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 283.56

-1.7%

4:00 PM EST

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To: Return to Sender who wrote (6209)	10/16/2002 2:57:42 PM
From: michael97123	Read Replies (1) of 95422

RTS, I will take the optimistic road to answer you. It will sound like a broken record and i only half believe it at this point but here it goes. The market looks 6-9 months out. Intel numbers are from the rear view mirror. Lower capex is already reflected in the low prices the amats of the world have already made. Christmas retail season starting end november will be better than expected. Capex spending will explode early next year as companies jockey for position in a new business upturn while old shit wears out. So a rally based on the half full logic. mike

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