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

To: Cary Salsberg who wrote (2592)4/3/2002 4:27:46 AM
From: robert b furman  Respond to of 95626
 
Hi Cary,

What makes you think that the next cycle will be almost twice as long as any previous semi cycle? I.E 5 years???

Thanks Bob



To: Cary Salsberg who wrote (2592)4/3/2002 7:26:22 AM
From: orkrious  Read Replies (1) | Respond to of 95626
 
What will cause those fund managers to change their stripes and dump the semi equips to produce prices lower than Sept lows?

1) A recovery that is going to peter out and then the start of a real consumer-led recession.

2) Trying to beat the other fund manager to the punch. Once it starts, the rest will follow like lemmings.


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