Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 312.76

+1.1%

Dec 8 4:00 PM EST

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To: The Ox who wrote (7034)	11/22/2002 12:43:03 PM
From: Cary Salsberg	Read Replies (2) of 95536

RE: "...at some point in time there will be a flood gate opening and everyone will order all at once..." This is an example of looking ahead by peering into the rear view mirror. No doubt, "at some point in time" Morgan will be correct, but I believe it will be circa 2006-2008 when we have completely corrected the bubble excesses. Until then, there will be a lumpy move up as new technology gains market acceptance and drives increased production one product at a time.

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