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

To: Jacob Snyder who wrote (9704)	4/14/2001 4:26:05 PM
From: Cary Salsberg	Respond to of 10921

Well said!

To: Jacob Snyder who wrote (9704)	4/14/2001 4:34:20 PM
From: Gottfried	Read Replies (2) \| Respond to of 10921

Jacob, no matter what happens next, your point 7 makes sense. I found an economic web site with too much valuable content to describe and urge all to try it economy.com Gottfried

To: Jacob Snyder who wrote (9704)	4/14/2001 7:30:13 PM
From: $Mogul	Read Replies (2) \| Respond to of 10921

Jacob, I agree..and to boot i would not pay a Price/Sales more then 3 for ANY Semi.... and I have sell targets on all the Semi's including the SOX. I see the SOX at mid to high 300's to happen in 2001.

To: Jacob Snyder who wrote (9704)	4/16/2001 4:50:27 PM
From: John Cuthbertson	Read Replies (1) \| Respond to of 10921

"...in those two previous downturns, the economy was not facing the possibility...of a recession." Jacob, Have to disagree with you a bit here. In 1998, people were scared sh*tless of a recession growing out of the collapse of export markets and weakened financial institutions. That's what October 1998 was all about. Just look at what happened to financial stocks at that time. It didn't happen, as it turned out, but that did NOT mean that the possibility wasn't there. It was, palpably. ==John C.