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To: kapkan4u who wrote (164850)5/3/2002 1:55:20 PM
From: Tenchusatsu  Read Replies (2) | Respond to of 186894
 
Kap, <Plan to have enough powder when techs hit the fan big time this fall.>

So you don't believe the reports of a recovery this year, right?

Tenchusatsu



To: kapkan4u who wrote (164850)5/3/2002 3:36:10 PM
From: John Koligman  Read Replies (2) | Respond to of 186894
 
kap,

I've been quite bearish as the bubble inflated, but these days, lots of 'premier' techs are now selling in the single digits. I suppose the 'bottom' might arrive if the remaining techs holding up 'fairly well' get shot (INTC/MSFT/DELL for example), but I have a hard time seeing too much more damage being done. The real question is will tech scrape along the bottom for a long time or will there be a nice recovery sooner rather than later...

Best regards,
John