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Technology Stocks : Semi Equipment Analysis

SOXX 330.38

-4.4%

Feb 4 4:00 PM EST

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To: Return to Sender who wrote (10855)	8/6/2003 8:33:23 AM
From: robert b furman	Read Replies (1) of 95865

Hi RtS, As an owner of three dealerships -I've just got to tell you that have margin problems that slip from 68 - to 67 is just a high class worry. Don't get me wrong the biz is very competitive and we don't have R&D. But to have sales of billions and margins in the high sixties is just almost so wonderful it is unfathomable to me in my world. Am I missing something here or are these obviously wonderful opportunities(richly valued in past and current times)? We've all been there before.Does anyone really think that valuations won't change(as in to the ridiculous) as top line growth teases the greed buds of tomorrows investors/speculators? It always takes longer - but it always swings to overpriced based on greed. It seems to me we are so: once bit, twice shy, that we are not properly recording the change of earnings reporting attitudes from the CEO. It was terrible! to no forward vision, to - we might be seeing a change in optimism ,to Even Japan is coming back. Pretty soon we'll see top line growth and of course by then IT WILL BE TOO LATE. I like what I see and the market is providing a wonderful value dip. That's my story and I'm sticking to it.GG Bob

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