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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: Sarmad Y. Hermiz who wrote (6642)	11/3/2002 12:13:22 PM
From: Lizzie Tudor	Read Replies (2) of 95530

Setting aside the question of whether the down-turn was predicted or not. Can we instead try to see how an up-turn can be predicted. I don't mean stock prices, but demand for end products and the capacity to make them. Sarmad, here is an article from Forbes that discusses the US broadband pricing issues as an impediment to broadband adoption... we are even below japan in broadband growth rates now. Imo this article says that broadband is artificially depressed due to rboc monopoly-like pricing power. A big reason for the disappointment: price. The U.S. has among the highest broadband prices in the industrialized world. Even in notoriously expensive Japan, monthly bills are about $28 compared with $40 to $50 in the U.S. Two years ago Americans were using broadband at 20 times the rate of the Japanese; now Japan has pulled virtually even and soon will eclipse us. "We've done extensive surveys, and 70% of our users won't switch [to broadband] if it costs them more than $30," says Garry Betty, chief executive of EarthLink (NasdaqNM:ELNK - News) biz.yahoo.com Lizzie

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