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Non-Tech : West Marine WMAR -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (398)	12/22/2000 1:20:42 PM
From: Dale Stempson	Read Replies (1) \| Respond to of 400

OT - Gottfried, I've been checking out your charts for awhile now and appreciate the time and effort you put in to make them available to all. Thanks. Although I don't post often, I closely follow most of the semi and semi-equip threads on SI. I see your frequent posts. I could go on for hours discussing details of the semi-equip sector, but to be brief: I believe there's more near-term downside ahead. Most of those folks are currently working off large backlogs, but I suspect it won't be long at all before we begin to read a host of press warnings as push-outs and lower bookings take their toll. Longer term (12 mos out), I think things will improve (300mm should help). Timing the bottom will be an impossible challenge, but I'm eager to try (again). AMAT is the stock I want to buy cheap (under 30). OK, now I've "really" got to go out and do some Christmas shopping. See ya later. Regards - Dale