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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (779)	7/10/2001 12:57:27 PM
From: James Calladine	Read Replies (1) \| Respond to of 95738

Cary, I think the "conventional wisdom" is: -- Christmas PC business and MSFT XP will lead chip companies out of the wilderness -- similarly in consumer market relative to MSFT x-box and the gaming market generally -- consumers will take their tax refunds to the stores and spend, spend, spend -- housing market will be propped up by lower interest rates -- everybody lives happily ever after! I think this conventional wisdom is significantly flawed and that "the recovery" will be slower, more messy and jerkier than what is commonly anticipated. Namaste! Jim