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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 (9328)	1/18/2001 11:55:35 PM
From: Ross	Read Replies (2) \| Respond to of 10921

Hi, Maybe you can explain the semi-equips to me. A few months ago, they were falling, but everything looked fine to me. I didn't know what the market was seeing that I didn't, but it's reasonable that the market should see things that I don't. OK, now the semi-equips are going up, and I don't have much of an idea why. The semi equp. companies all say things look crummy now, but in 6 months things will be fine. It looks to me like they are guessing. They are often wrong about what will happen in 6 months. But the market seems to be buying it. Does the market see what I don't see, or is it just giddy and hoping they are right about the 6 months? Or is it just Intel's cap. equip budget? That doesn't seem likely, because they were going up before that. Thanks for any enlightenment. Ross