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: scott_jiminez who wrote (3487)	6/11/2002 7:52:34 AM
From: orkrious	Read Replies (1) \| Respond to of 95616

well said. and don't forget about valuations

To: scott_jiminez who wrote (3487)	6/11/2002 8:29:24 AM
From: Proud_Infidel	Respond to of 95616

Scott, the direction of stock movement does indeed predict the health of the industry This time may indeed be different for several reasons, not the least of which is investor nervousness about anything tech. We have had tech-wrecks before, but never of this magnitude. Therefore, I am inclined to think that investors(many, not all) will want to see earnings improvements before committing money to the sector. The direction of stock movement may not presage the health of the industry as it had in '96 or '98. Add in Enron, Global Crossing and the many other corporate fiascos and the case becomes even more compelling. Regards, Brian