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Technology Stocks : ARXX -- Ignore unavailable to you. Want to Upgrade?

To: lilbully who wrote (24)	4/12/2001 6:52:54 PM
From: Ben Wa	Read Replies (1) \| Respond to of 29

I think we got a 3 day weekend. I saw the movie "Enemy at the Gates" a couple days ago and it was real good. Better to buy low and sell into strength. Many tech stocks have had very big percentage gains off their lows. People who bought at the lows have made easy money. IF I had bought at near the low, (I can't tell you if I did or not), I would consider that I have made 50% or so pretty quickly. What those who think that the tech correction was just overvaluation + inventory problems are missing is very important. - there is tremendous overcapacity in the manufacturing base for technology products. Just like there is excess mfg to make cars, the same case for semiconductors, etc. So when the inventory is soaked up that is being auctioned off, we still should not expect demand to be there at such a level that the manufacturers of stuff will have major league pricing power. Without pricing, you have poor profit margins. It is time for my massage. Good luck.