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

To: Donald Wennerstrom who wrote (2965)	4/29/2002 11:29:15 PM
From: Return to Sender	Respond to of 95487

Trust me Don. I would have DSL or cable modem if it were available for me here in my area. It is not. I have tried it at a friend's house and you will like it a lot. As for the semiconductors I follow all of them without getting too involved with any of them. That's why I find the comments from those who do so much more fundamental analysis useful. Technically we are oversold but the relative strength of many of the stocks is still high enough that we could go lower. We will get a snap back rally but how far can that go when outside of the semiconductors there is not much good news coming out of the technology sector. RtS

To: Donald Wennerstrom who wrote (2965)	4/30/2002 1:08:51 AM
From: The Ox	Read Replies (3) \| Respond to of 95487

It takes a while for people to realize what they get with high speed internet access: Spare/free time. I was helping a friend today who downloaded the latest virus - had to reformat his computer and reinstall all his software - the scum who create these things should be hunted down and put in the town square to be stoned, like the old days... but I digress. He was talking about how nice the broadband was at work. He commented that it takes him about 10 minutes to do his daily reading and research on his broadband link and about an hour to do it over his 56K modem line from home. We discussed the difference in costs for a DSL line compared to his home's second phone line and then I asked him if it was worth $1 per day to cut his research time by 80%. Then I put another way - how much would you pay to find 5 EXTRA hours in every week? Would it be worth $7/wk-about the difference between his second line and DSL? The more we discussed the alternatives and all the important issues surrounding the internet the more he was open to the idea of home broadband since he's the type of person to turn of the computer when he's done with his reading/research and spend the time with his wife and child. I believe it's clear that the "EXPERT'S" don't know squat about broadband demand. Not to mention the fact that it's still WAY OVER priced here in the US compared to places like Korea. The key is that "demand" hasn't been tapped. Period. Why hasn't the demand been tapped? Because companies like AT+T broadband and the other major player's don't have a frickin clue when it comes to advertising for new DSL subscribers. Not to mention the fact that these same companies have promised this service for SO LONG and have failed to deliver it to a (very) substantial portion of their customer base. Add to this the incumbent RBOC's who don't give a rat's ass about their low end customer's. These so called "experts" are clueless.....end of rant <vbg>