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

To: Donald Wennerstrom who wrote (1260)	11/4/2001 8:19:58 PM
From: Gottfried	Respond to of 95420

Don the bear, I 'd expect the E estimates to change wildly as visibility improves. A good analogy: yesterday we sailed and nw of Alcatraz started to head for the SF city front. Soon we were enveloped by thick fog and a loud fog horn sounded as if a big ship was about to run us down. Staying the course for another 20 minutes SUDDENLY to fog lifted and we had a clear view of sunny SF and a nice run back to Alameda. I'm just fond of analogies.:) Gottfried

To: Donald Wennerstrom who wrote (1260)	11/6/2001 5:44:06 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95420

Don, I have been sitting on a hoard of cash now waiting for the selling to begin. When will that happen? It sure has been frustrating waiting so far but the SOX will have a tough time making it through heavy resistance near 540 in my opinion. Take a look at this chart: stockcharts.com[m,a]daclyymy[pc13!d20,2!i!a1875][vc60][iLc20!La12,26,9!Lw25!Lk14!Lf!Ld20!Lg!Lp14,3,3] This current trend upward is hard to explain for me as well. Certainly a recovery is coming someday. Perhaps I should have held my long positions. Thank God I did not actually short any of these stocks! RtS