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

To: Donald Wennerstrom who wrote (1023)	8/21/2001 8:03:32 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95765

In my opinion the Book-to-Bill numbers are more than good enough to turn the SOX around tomorrow. The SOX will lead the NASDAQ higher. This is not enough to start a sustainable rally but it is coming. The April lows will in the end most likely end up being the lows in the market this time around. Common sense tells me that the consumer will continue to spend tax refunds and discretionary income. In late October Windows XP will be released. In early November Microsoft will release the Xbox. The power of half a billion dollars spent to advertise Windows XP will have a positive effect on the sales of personal computers. Next year technology will also fall back into a growth pattern as more and more companies upgrade. The stock market will rise much more than the 7% per year we are being sold on by the typical analyst these days because we will have actually avoided an actual recession in the United States. That will in and of itself help revive world economies with which we have only just begun to do business. The next revolution in technology will ignite a new rally far beyond current expectations. What will the hot products be then driving the market? Broadband speed connections out of the box? Hand-held computers using speech recognition to not only organize but also inform us of the information we need? There will be much more because we have barely begun to scratch the surface of what we can accomplish with technology. The Internet itself is not dead although most companies we associate with it will be gone. In the long run it doesn't really matter what will cause the next bubble but you can be certain that semiconductor companies will be well positioned to benefit from the heightened optimism. RtS