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

To: Ian@SI who wrote (8920)	10/23/2000 3:12:01 PM
From: Charles R	Respond to of 10921

<It appears you prefer to be charmingly misled by SSB's BS rather than bluntly informed.> I ask a simple question and you go on a tirade and tell me you will not accept anything that I write since I quoted SSB. At the end of your post I learnt that TSMC includes acquisitions into CapEx plan and you think poorly of SSB but I did not learn anything about why the TSMC CapEx plan is being reduced for the next year, which is the question I asked. My friend, even if you answered the question, it would be nice to be polite. There is something called etiquette and it doesn't hurt to follow it. <Your choice. > Choice is why I am here. I have decent knowledge of the chip business but do not understand the equipment side well and am here to learn. Especially how the equipment business is likely to impact the chip business. <After all, it's your money to grow or lose. > Thank for the concern, I am doing fine on the investment side. Hope to do a bit better by understanding the relationship of the chip cycle to the equipment cycle.