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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: Return to Sender who wrote (7898)	12/29/2002 12:10:09 PM
From: Kirk ©	Read Replies (1) of 95530

Past cycle bottoms came when most thought the PC was dead because a 60 Mhz Pentium did all you needed, that nobody needed an upgrade to Windows 3.1, that Asia would collapse back into the stoneage, etc. Now people are talking about "when the capacity is used up by cell phones that send pictures or cars with GPS so guys don't get yelled at for being lost" then they will be profitable again. Different mind set. Probably a different set of bottom parameters. Thus good reason to scale in and out where you are comfortable for the long term. Kirk

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