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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: Return to Sender who wrote (6428)	10/24/2002 11:04:01 AM
From: Kirk ©	Read Replies (1) of 95530

We have a rally that is not at all largely supported by anything being seen in today's press releases. Actually, this is not true. Things I follow say the demand for wireless really is coming back. Add in that companies will eventually have to upgrade PCs and servers as Michael has told us and those companies like Dell and HPQ will do better and their share prices reflect this. We still have tons of capacity in fiber/telecom so those companies are still hurting and expect to hurt for another year... I've seen a few advertisements for those cell phones that show pictures. I really believe this is the killer application... a camera in a cell phone that you can share your photos with people like an IM.... if they are smart and charge a small fee to do the share, like just a penny... it could be a nice revenue generator. Next you need ways to easily beam the cell phone pictures into your PC... Already, you can take the smart media cards out of cameras and plug them directly into some of the new printers and get photos... I think the printers even have little viewers to see what photos you select... don't color viewers use semicapx equipment to build? I can see little color viewers on all sorts of things to read these smart media cards... Kirk

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