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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: cnyndwllr who wrote (1869)	3/18/2001 12:06:17 AM
From: Gottfried	Read Replies (1) \| Respond to of 23153

Ed, I'm not buying semi equips yet, but don't expect them [especially AMAT] to drop to previous low valuations. More investors now understand the cycle because the numbers are on the web. So they're in early. I'm less concerned whether I get a double or triple than with missing the train. If Intel drops capex from 7.5 to 6B, say, it will only have a transient effect on equip stock prices. The main driver should be orders bottoming. You and I will know about that a little after the big money knows. Oh well, it won't matter because we here in CA are going back to a rural economy anyway - if you listen to the doomsters.<vbg> Did you know laptops with 1GHz Pentiums are in stock at Fry's now? Message 15521798 I calculated a laptop display saves $50/year on electricity compared to a 15" CRT. [ON 10 hours/day] Gottfried