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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: Return to Sender who wrote (6674)	11/4/2002 11:04:37 AM
From: Kirk ©	of 95573

All we really need for this to be the start of a new bull market is lots of good news. News like: IT Spending Expected to Rise 20% in 2003 Business Led Economic Recovery Expected in 2003 Semiconductor Book-to-Bill Rises Unexpectedly Iraq Welcomes Unconditional UN Inspection Today IBM (and other large companies) Pension Funds 100% Safe Technology Companies Agree to Fully Expense Options Unemployment Rates Fall Big Business is Hiring Again! Applied Materials (And other companies) Announces Record Earnings. Technology IPO's Back in Vogue Jeeze, by the time all these things are KNOWN to be past problems and no new ones were known, I'd think I was in a time machine brought back to March 2000! If ANYTHING we should have learned here is when all is thought great, TAKE SOME BIG PROFITS! The business cycle NEVER dies... it just is good at camaflauge. And... when the popular people on CNBC and on the web sites talk about how smart they are to be shoring stocks that are down 80%... BUY QUALITY I've done a bit of both as I am a natural contrarian... I argue with the mirror for Pete's sake!...

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