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

To: RMP who wrote (4118)7/18/2002 12:12:37 AM
From: Gottfried  Respond to of 95432
 
Ron, thanks for the Murphy and Newton info. Murphy knows technology but tends to get overly enthusiastic ["equipment business is virtually exploding:]

I used to read Harry Newton during the bull market and he was often right ["buy the dips"] until that same advice didn't work any more. Now I ignore him, especially since he recommends shorting the bottom in semi equips. Actually, I had forgotten about him.

Gottfried



To: RMP who wrote (4118)7/18/2002 12:20:34 AM
From: Cary Salsberg  Read Replies (2) | Respond to of 95432
 
I think orders will take a little longer to ramp up. I don't think this cycle will have the linearity of previous cycles. I saw most of my favorites on that short list. It is easy to spot people who know nothing about companies and everything about numbers.


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