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Technology Stocks : Semi Equipment Analysis

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To: Gary Ng who wrote (6303)	10/19/2002 12:10:49 PM
From: michael97123	of 95526

"That was what Barrett said last year but Intel is now forced to back down because the next up cycle is not here and no one knows when it will be." Gary, I said it last year too, perhaps with slightly less conviction. Eventually Barret and I will be right, dont you think? <g>. See Bob Furmans last post. He is better at expressing this than i am. I am sure he said something similar last year as well. Re your quote. Perhaps nobody really knows when it will be, but conversely nobody knows that it wont happen in the near future. All we can do is guess, i guess. Mike

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