Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Return to Sender who wrote (3110)	5/13/2002 10:43:14 PM
From: Kirk ©	Read Replies (1) \| Respond to of 95530

I think we need to also listen to what HPQ has to say about PC orders. Possible positive surprise there as I have seen NO indication of managing expectations lower and have actually seem Carly Fiorina, the CEO, give an indication that there will be positive surprises. Kirk

To: Return to Sender who wrote (3110)	5/13/2002 11:02:14 PM
From: Donald Wennerstrom	Read Replies (3) \| Respond to of 95530

Thanks for the response. You are negative - no doubt about it!<gg> I can't put my finger on it exactly, but I think the general tone is a little too negative. I don't expect an increasing market particularly, but I find it hard to believe that the NASDAQ would go down to 1400 or below at this point. However, having said that, I have been out of sync with the market for the last 2 months, so my track record in predictions at this point is very low. Anyway, we won't have long to wait to find out which way the wind blows. Don

To: Return to Sender who wrote (3110)	5/14/2002 7:43:10 AM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 95530

>> Outside of the semiconductor industry where do you see any signs of a technological business recovery? Automobile sales are running at near record level. But what do cars have to do with technology ? The electrical and electronic content of cars is now the category with the highest dollar value. Including engine and transmission. Something like $3000 per car. Such things as door locks, power windows, fans, audio systems, airbags, anti-lock brakes, cruise control, traction control, seat adjustments, etc, etc.... And the communication bus in the vehicle is getting more complicated also. Since home sales are at near record levels, appliance sales are at very high levels also. Though I don't know how much electronic content there is.