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

To: TideGlider who wrote (9602)	3/27/2001 8:37:47 AM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 10921

A few more articles like that one, and it will be time to start buying again. Katherine

To: TideGlider who wrote (9602)	3/27/2001 8:47:00 PM
From: Druss	Read Replies (1) \| Respond to of 10921

Tide Glider--I have no respect or use for Gartner Group. Their 'predictions' regarding the costs of fixing the Y2K bug were literally off by a factor of 10. They consistently beat the drum of doom and gloom. I was always seeing them cited as an authority and giving the most inflated numbers. They may be correct now but I am reminded of a saying of a friend of mine from Arkansas regarding a blind hog and acorns. All the Best Druss

To: TideGlider who wrote (9602)	3/28/2001 1:29:42 PM
From: geoffrey Wren	Read Replies (1) \| Respond to of 10921

Analogy to Christmas Busts: So it is said that when consumer recognize that it will be a bad Christmas for retailers that the consumers collectively understand this and refuse to buy until they get the anticipated deed discount sale. I think there could be this going on at both the technology sales end and at the technology stocks end. I can easily see a guy in corporate purchasing decide now to hold off purchasing on the expectation that prices will drop further due to both constant improvements and desperation on the part of sellers. As to the argument of consumer saturation, I have to wonder about that. Most of the world is not saturated, and they have room to catch up. In the US, televisions are getting much better, this will be a very good year for DVD's, and whenever the Cable or telephone companies get around to providing reliable service for high speed internet access, there will be great demand for it. Palm devices will become more popular. Cars use more and more technology every year. The real problem is the abrupt drop in infrastructure build-out. Too much extra capacity now.