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

To: willcousa who wrote (50029)	8/1/2001 3:33:37 PM
From: Fred Levine	Read Replies (1) \| Respond to of 70976

Maybe this will stimulate chips... Motorola announced its new "wireless dashboard" initiative in March, when it said its advanced telematics systems would start popping up in new car models in late 2002. The goal of the new system is to deliver picture entertainment, information, navigation and communication in a single wireless package. And Motorola is not the only company that will be developing the system. Motorola said it plans to license the technologies for this system to car manufacturers, telecommunications carriers, service providers and traditional car-audio electronics providers. The telematics system was built by Motorola's Automotive Communications and Electronic Systems Group, which supplies automotive electronics, telematics, communications and software systems. fred

To: willcousa who wrote (50029)	8/1/2001 4:24:27 PM
From: robert b furman	Read Replies (5) \| Respond to of 70976

Hi Will, I don't know why people are surprised to see semi equipment stocks go up on news that the bottom is in.This sector has repeated that cycle for at least 10 years that I've been watching-prior to my having the assistance of a computer(which enabled tracking many more stocks) it may be 15 years and I wasn't watching.ggg Those who have been invested in the sector for years, KNOW that a bottom goes in before earnings bottom. Strong consolidations will have ALREADY occurred by the time the companies report their worst earnings. The prices of equipment company stocks will be up 20-30 percent as they announce the worst earnings of the cycle trough - BUT with an improving backlog of future orders. This requires anticipatory purchasing and holding during an uncomfortable period where: "Is it getting better" or "Is it getting worse" teeters back and forth dependent on company specific market niches. - In short just like now. To say every thing is going into a market incinerator of equity is constructive, in that it shakes out weak holders. Strong holders enjoy the discounted prices of their favorite stocks - just before they are driven up in price.The frequency at which we hear the bottom is in - is the first step of the climb to a next level of consolidation.John Jones called it first last April,Now merril calls it and the momentum builds. The next step will be lousey earnings behind us with growing backlogs and that will lead to the anticipated earnings growing and the price mark up stage will once again develop, based on how many retail investors come back into the tech sector - America's greatest wealth driver. JMHO Bob