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

To: orkrious who wrote (3664)	6/25/2002 11:11:14 PM
From: Cary Salsberg	Read Replies (2) \| Respond to of 95530

AMAT, ASML, KLAC, NVLS will NOT break September lows. By the way, my thoughts are free and time will tell if that is their worth.

To: orkrious who wrote (3664)	6/28/2002 11:15:28 AM
From: Pink Minion	Read Replies (1) \| Respond to of 95530

>> Anyone here still think the semi equips aren't going to break Sept lows? You know the answer to that. We're still in denial that a bubble existed and its minimal affects on the economy. The one thing that has held this group up is the motto "You have to pay to play". This has been the marching orders even if your business can not afford it. You either sell stock or borrow and rack up huge debt. This is why the investment whores prop it up. Intel and a few others are the only ones with margins that can support their capex and that won't last long. The only question is how much below book value will they get?