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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (8562)	9/14/2000 10:10:31 AM
From: Ian@SI	Read Replies (1) \| Respond to of 10921

Zeev, What are your assumptions re the strength of the current upleg part of the cycle. Last trusted guru I read, is predicting the cycle won't peak before the end of 2003. [IC Insights] Do you really think that AMAT, KLAC, NVLS, PRIA, etc. etc. etc. have already made a 4 year high? If so, that would be the first time in history with such strong fundamentals that these companies did not set new highs annually. The assumptions underlying your outlook would be nice to know. regards, Ian.