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

To: Donald Wennerstrom who wrote (9714)4/15/2001 8:00:45 PM
From: Gottfried  Respond to of 10921
 
Don, thanks for the LA Times article. It gives perspective. I recommend the telecom article in this week's Business Week. It should be available to non-subscribers on the web by Monday and will douse any enthusiasm you may have. :)

This quote from the LA Times story is interesting...

>predictions about technology are hazardous. In the recession of 1919, after World War I, Forbes magazine asked on its cover whether the market for automobiles, then a craze momentarily cooling in sales, had reached saturation point.<

Gottfried



To: Donald Wennerstrom who wrote (9714)4/17/2001 7:55:26 AM
From: w0z  Respond to of 10921
 
"Technology marches ahead. It has no clue whether we're in a bull or bear market,"

Go here investor.agilent.com and click on the March 6 presentation for some interesting insights into the future of the semi/semi-equipment business.


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