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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (45916)	4/26/2001 2:20:04 PM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

Jacob, I suspect, more by intuition than by factual evidence, that we'll get at least one more dip down before the next major upturn in the cycle. Unfortunately, if the majority of potential investors are expecting and waiting for just one more dip down, it will never happen. In any case, I just don't see these stock prices rising in the face of continuous bad news. Ian.

To: Jacob Snyder who wrote (45916)	4/26/2001 6:15:55 PM
From: Cary Salsberg	Read Replies (2) \| Respond to of 70976

RE: " If consumer demand holds up, the longs are probably right, that we've seen the bottom in the semi-equip stocks." Technology is primarily business capital expenditure. While consumer spending drives the whole economy, your "holds up" and the current excesses in capital equipment don't necessarily add up to a significant rise in semi sales. Without such a rise, semi-equip orders will be flat to down from here. Current semi-equip prices do not discount months of flat to down orders from current levels.