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

To: Gottfried who wrote (4349)	7/28/2002 3:34:57 PM
From: scott_jiminez	Read Replies (2) \| Respond to of 95520

That was an unfortunate display of hypocrisy my dear Gottfried. Not only did you fail to note my follow-up to Zeev's self-righteous whining (http://www.siliconinvestor.com/msg_multireplies.gsp?msgid=17802090) but what truly makes this market 'exceptional' vis a vis equipment stocks is the head-in-the-sand reluctance of participants like yourself who refuse to comprehend the nineties are over, the next decade will be characterized by incredibly anemic growth in the sector, hence valuations should be extremely modest, and the big boys like AMAT, NVLS, KLAC etc. remain exceedingly overpriced. Until we all grasp the idea that whereas technology was the best place to be for the last ~15 years, it will be the worst place to be for the next ten, then any wisdom derived from the events of the past 30 months will have been lost. ================= I suggest you apply the same judging criteria of posting behavior to your own, much more recent (last ~6 months, i.e. 'The recovery is just around the corner!! It REALLY REALLY IS!') posts. In that proper context, to invite ridicule on my recent posts redefines the notion of the pot castigating the kettle.