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

To: The Ox who wrote (3900)	7/9/2002 8:54:22 AM
From: Berk	Read Replies (1) \| Respond to of 95480

Michael this is the way it's been for as long as I can remember (thirty+ years). Brokers don't really have a clue on the market and at best are trend followers.

To: The Ox who wrote (3900)	7/9/2002 9:47:13 AM
From: Gottfried	Read Replies (1) \| Respond to of 95480

MH, if history is a guide [very iffy], a brief plateau in SEMI bookings before the rise resumes is in order. suite101.com The green line. G.

To: The Ox who wrote (3900)	7/9/2002 10:23:12 AM
From: Gottfried	Read Replies (1) \| Respond to of 95480

MH, I watched some of analyst Grubman's testimony on WCOME yesterday. CNBC showed a chart of WCOM price with Grubman's recs added. The buy rec when WCOM was $20 before the bubble was OK. The rest stinks and I hope Grubman rots. CNBC's showing of the chart probably opened a few eyes. Gottfried

To: The Ox who wrote (3900)	7/9/2002 3:21:29 PM
From: scott_jiminez	Read Replies (2) \| Respond to of 95480

Denial The implosion of the stock market, with the equipment stocks fully participating in the dive, is the analysts fault??????? ~20 posts subsequent to mine and apparently EVERY ONE, in effect, blaming the analysts!!! Freakin' AMAT has a p/s of 6.25!! Most of the other equip large caps also remain similarly valued in the stratosphere. We are told to find stocks with p/s <2 when bottom finishing. And folks are defending the stocks and blaming the analysts!! I'm more convinced than ever that this market has MUCH more southward ground to cover before investors...GET A GRIP. This is a replay of the Japanese market of the early nineties when everyone expected the Nikkei to turn at any moment. The Nikkei closed @ 40K in ~1989. It should be undoubtedly prophetic to anyone with half a brain that the Nikkei is 25% of those levels TWELVE YEARS LATER. It ain't the analysts. It's US. And the technology sector won't recover for a very long time. ============== This issue (and many others) is reinforcing what must be apparent to the sentient beings amongst us: Silicon Investor has become decidedly irrelevant.