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

To: Gottfried who wrote (3961)	7/13/2002 12:32:56 PM
From: Thinktwice	Read Replies (1) \| Respond to of 95456

Gottfried Would like to read it all (Glickenhaus-Interview). Please send mail to ennas@siliconinvestor.com Thanksalot!

To: Gottfried who wrote (3961)	7/13/2002 2:30:15 PM
From: Berk	Respond to of 95456

Gottfried, could you please send it to me as well: r.weigel@attbi.com Haven't heard Glickenhaus mentioned in years. He has always been worth paying attention to. Thanks very much

To: Gottfried who wrote (3961)	7/13/2002 2:56:17 PM
From: mishedlo	Respond to of 95456

Bush's fox in the henhouse The latest from the Washington Post....President Bush's top official on corporate crime and responsibility was a director of a credit card company that paid more than $400 million to settle allegations of consumer and securities fraud. ....Thompson sold all his stock -- worth nearly $5 million -- in Providian after his confirmation to comply with ethics rules. The sale came a few months before Providian began to disclose looming problems with defaults in its credit card portfolio, problems that led to a collapse of its stock price and the layoffs of thousands of employees. washingtonpost.com

To: Gottfried who wrote (3961)	7/13/2002 4:20:56 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95456

I don't think anyone can clearly forecast the future even with all the experience you might have acquired at the age of 88. This includes me of course although I might change my mind when I am 88.<gg> I do believe the market can clearly go lower than it has done so far. If we are hit by a depression then the Dow and NASDAQ are going much, much, lower. The other day I ran through a couple of weeks worth of expected earnings at Briefing.com. What I saw was an eye opener for me. Although there have not been as many warnings as the true bears would like us to believe the numbers for semiconductor related companies are not going to be high enough to support the P/E's (or lack of P/E's) of the stocks in question. This will be especially true if more evidence of a double dip recession or God forbid an actual depression come about. Check out the earnings calendar to see what I mean: briefing.com Valuations are still too high in my opinion. RtS

To: Gottfried who wrote (3961)	7/13/2002 5:10:28 PM
From: Alastair McIntosh	Respond to of 95456

I would be careful with Texas Instruments. They (along with others like GM and IBM) may have to take an earnings hit due to their pension fund performing worse than anticipated.

To: Gottfried who wrote (3961)	7/14/2002 10:40:48 PM
From: KMcKlendin	Respond to of 95456

Gottfried-- My address is kmcklendin@yahoo.com Thanks for making the interview available --Keith

To: Gottfried who wrote (3961)	7/15/2002 11:31:14 AM
From: Sam Citron	Read Replies (1) \| Respond to of 95456

G, Great interview (Seth Glickenhaus). Thanks for pointing it out. Sixteen years seems like a long consolidation period, but he points out it is not unusual. (I believe he means until the averages supercede their previous peak...including the Nasdaq.) Wonder if I should go into deep hibernation. <g> Found this revelation quite surprising for a professional money manager: Unfortunately, in a few cases, we had some new accounts where that's all they had [Telecom] and even though we cut back a great deal, we didn't cut back enough. But none of us are [sic] perfect. I'll say. <g> Sam