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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: GREENLAW4-7 who wrote (6572)	10/31/2002 11:49:14 AM
From: Kirk ©	Read Replies (1) of 95567

KIRK, tell me you understand what drove the 99 SOX rally? We have the opposite now with CONTRACTION instead of GROWTH. Duh.. people back then thought the World Economy was going to collapse and nobody would ever need a chip again since Windows 95 with an Intel 200 MHz PC was more than enough. Everyone that had a cell phone (analog) and wanted one had one (and they didn't work very well) and cars and other things didn't require many chips either. I see you are the bear version of "this time it is different". We do have over capacity in tech nobody but China wants... and China only because it doesn't have the capital to buy the latest stuff but has plenty of future demand.

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