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

To: Sam Citron who wrote (4025)	7/15/2002 8:21:42 PM
From: Gottfried	Read Replies (1) \| Respond to of 95420

Sam, rubbish >Secular bear markets don't normally die until the news is uniformly bad because the market always anticipates. [Granville]< The news won't be uniformly bad because there is slow improvement in some areas. And Granville is not exactly our guru idol. It is even possible, because investors have better access, that more of them will NOT despair. Of course the hedge funds have an interest in keeping the myths alive. Besides, this market has not been good at anticipating lately. You heard of the disconnect. Gottfried

To: Sam Citron who wrote (4025)	7/15/2002 11:26:43 PM
From: Ian@SI	Read Replies (1) \| Respond to of 95420

You sound like Joe Osha in disguise. Such glimmers of sunshine in the eyes of bulls usually mean a bear market is still very much alive and kicking. His comment earlier today was not to buy into the sector because we lacked sufficient evidence for a sustainable recovery. How many SI readers think that Joe Osha is going to personally call them and suggest that they buy "now" when the time is right. Cary S has the right idea, IMO. Buy low, Sell high. And let the analysts say whatever.