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

To: Ian@SI who wrote (10025)	8/26/2001 1:37:05 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 10921

Ian, I agree with your statement as a matter of historical fact (and perhaps a future fact as well). The question is how much worse can it get? How much pessimism is built into the market and what are the stocks priced for. I believe that most of the applications predicted in the glory days will come true. I am just not sure when. Off the top of my head I suspect when the last mile issue begins to resolve itself, we can expect a secondary sustained boom. But of course there may be other reasons. Are you buying anything these days? What do you expect for the market or industry between now and the end of the year? thanks, ST