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

To: Alastair McIntosh who wrote (3756)	6/30/2002 9:55:52 PM
From: robert b furman	Respond to of 95499

Hi Al. I linked the CBOE _ thanks - I needed that. As far as foreign currency and GDP articles - I liked those referenced. As a GM dealer - I've noted in the past that a weak dollar results in better market penetration.I've often marveled that the currency exchange rate has more of an impact(in market share penetrations) than incentives or advertising. O course quality was more of an issue in the past - but I'll put GM up against anything now (perhaps a tunnel vision viewpoint) - but I was critical in the past - so I'd like the benefit of the doubt.gg I'm not surprised to see a plan go together that joins us with China and Korea. Don't get me wrong - I'm not in "the know circle" but I must note that the largest manufacturing company in the world (GM) has made recent acquisitions in both Korea ( Daewoo ) and China (Shanghai motors) - is this coincidence or is it leapfrogging the Japanese, who for over a decade have refused to invigorate their economy - now based much on chronyism. Almost embarassing to say with recent fraud revelations - but I believe it is more a matter of degree. Great reading and thanks. I do truly believe that a lower dollar will be good to the only true engine of global growth and if that article is right - it will also reward the low cost manufacturers that will put it to the Japanese , as perhaps a reward for doing nothing to help over the last decade. These are policy calls and the at worst very subtle - BWDIK. Thanks for the good posts- Bob