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

To: Return to Sender who wrote (3578)	6/20/2002 11:49:57 PM
From: Cary Salsberg	Read Replies (3) \| Respond to of 95561

Michael and RTS, TA and P/S are useful and are probably a key to short term performance, but real profits will be made by picking the most successful companies during the next expansion. I have offered my picks, ad nauseum, so I will refrain here, but I think that along with TA and P/S, current and future market position and share and market growth rates would help educate all of us. The bubble has distorted track records and its aftermath continues to increase the risk for many tech companies. Tech has always had many failed companies and market segments and now the situation is much more difficult than usual. A fundamental analysis of a company's prospects may help choose winners and avoid losers.