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Technology Stocks : Semi Equipment Analysis
SOXX 348.51+5.3%Feb 6 4:00 PM EST
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To: Return to Sender who wrote (10819)8/5/2003 11:29:25 AM
From: Proud_Infidel  Read Replies (3) of 95888
 
staying on the sidelines with this sector until there is more visibility

This is laughable, as ANY visibility improvement will only mean higher share prices and higher valuations. Do these guys understand the market discounting mechanism? It does not sound so.

recovery looks more likely in the 1H:04 timeframe

Again, the market looks out 6 to 9 months......it is beginning to see a recovery....and hence, we see higher share prices! Hope you don't pay for that.
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