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

To: Donald Wennerstrom who wrote (3863)	7/5/2002 8:38:07 PM
From: Gottfried	Respond to of 95536

Don, re >I'm watching and waiting for the upcoming action. Based on that action, adjustments can be made in our forward looking assessments.< Even more analyst speak. You're getting good. The only thing missing: the analyst's paycheck :) Gottfried

To: Donald Wennerstrom who wrote (3863)	7/5/2002 8:42:00 PM
From: Return to Sender	Respond to of 95536

I agree with everything you said Don. It's just that a very good case can still be made for overvaluation here even if we are seeing a fairly decent recovery within the semiconductor industry. I'm afraid that outside of the semiconductor industry there are only a few technology companies showing that they are in a well defined recovery if they are in a recovery at all. So with the SOX setting a new Bear Market low this week we may not be out of the woods at all. RtS