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Technology Stocks : Semi Equipment Analysis

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To: Gottfried who wrote (7846)	12/20/2002 10:02:03 PM
From: Donald Wennerstrom	Read Replies (2) of 95526

Thanks for the input - interesting reading. Also, I was reading the USA Today newspaper on Monday this week and saw an interesting article. I couldn't post it then, but I do have the abstract copied below. Updating PCs may reboot economy USA TODAY; McLean, Va.; Dec 16, 2002; Michelle Kessler; Abstract: Nearly a third of the 500 million PCs in use are more than four years old, says investment bank Lehman Bros. This month, 44% of the chief information officers surveyed for a Morgan Stanley report said they plan to spend more on PCs this year than last. Technology research firm IDC issued an optimistic PC sales forecast for the next five years. ... pqasb.pqarchiver.com Don

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