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

To: Michael Young who wrote (1952)	2/13/2002 5:43:44 PM
From: Donald Wennerstrom	Respond to of 95966

Investors probably will not have a "big ride" as you say, but substantial gains are still expected. <<Will investors be content to accept very limited upside in the current cycle? At what point do fundamental oriented investors decide that a return to great prosperity has already been fully priced into the group?>> It will be many months yet until the cycle peak is reached - exactly how many, I don't think anyone knows. In the meantime, by getting on board now, the returns should be pretty good. The trick is always to get out at the peak, and not go down with the ship.<gg> Don