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

To: James Calladine who wrote (957)	8/13/2001 1:51:36 PM
From: Return to Sender	Respond to of 95480

>Could this be: -- first ramp up for Christmas sales? -- an increase over a terribly low preceding month?< Sure it could be Jim. It could be that box makers believe demand will pick up with the bundling of Windows XP as well. Of course there is no guarantee that these boxes will sell. I think we will see an increase of sales in the fourth quarter that will ramp up to a recovery in 2002 but there is no guarantee. Right now I am mostly in cash because I do not believe that the semiconductor group can turn sustainably higher until this current downward momentum is exhuasted. No amount of upgrades will keep us from seeing 540 again on the SOX in my opinion. When we do see 540 again I will be buying something to trade the range again. RtS

To: James Calladine who wrote (957)	8/13/2001 1:53:17 PM
From: Return to Sender	Respond to of 95480

>Could this be: -- first ramp up for Christmas sales? -- an increase over a terribly low preceding month?< Sure it could be Jim. It could be that box makers believe demand will pick up with the bundling of Windows XP as well. Of course there is no guarantee that these boxes will sell. I think we will see an increase of sales in the fourth quarter that will ramp up to a recovery in 2002 but there is no guarantee. Right now I am mostly in cash because I do not believe that the semiconductor group can turn higher for long until this current downward momentum is exhausted. No amount of upgrades will keep us from seeing 540 again on the SOX in my opinion. When we do see 540 again I will be buying something to trade the range again. RtS