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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: WTSherman who wrote (10018)	8/25/2001 5:22:35 PM
From: Gottfried	Read Replies (1) \| Respond to of 10921

WT, thanks for the article link. In reality nobody knows - but those who live by publishing stories must continue to publish stories. Here's an example of a forecast gone bad... InStat predicted 20+% growth for semi equips in 2001 last fall. They're not alone in this, of course. Here's my SI post on the subject Message 16043316 it says... >consider this >These are exciting times in the semiconductor industry as the current upcycle is just coming out of its infancy and reaching adolescence. This upcyle has legs and will continue into the second half of 2002 and beginning of 2003<[snip] Excerpt from "Semiconductor Outlook 2000: Nothin' But Blue Skies", Service: Semiconductor Industry Report Number: SI00-14SF Publication Date: August 2000 Number of Pages: 38 Report Price: $1,995 USD instat.com For more up-to-date advice from the same group instat.com < G.

To: WTSherman who wrote (10018)	8/26/2001 12:00:40 AM
From: Ian@SI	Read Replies (2) \| Respond to of 10921

WTS, These stories are one of the best leading indicators that we've seen the bottom. The other key indicator is having the sector called "dead money" by 2 or more gurus. Every cycle bottom has been met with pronouncements that the sector is dead forever; that there will never again be a sufficient growth driver to cause investment in new capacity to take off again. It's as if it's a necessary condition for the next upturn which will dwarf all prior upturns. Ian