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

To: Barry who wrote (4395)	7/29/2002 3:19:21 AM
From: StanX Long	Respond to of 95541

"OT" Barry thanks for your response. After a day like today in the San Francisco bay areas I'm pretty calm. It was a nice day to drive down the coastline. I drove down highway 1 from Half Moon Bay to Davenport, then went up to Bonny Dunes, it was a nice and beautiful day. I hope our futures turn up soon, but I think the next three months are in for a hard time. As Gottfried’s semi’s charts suggest the July – October is not a period for a “seasonally” upturn. I believe that the MM are trying to driving down prices in anticipation of a 2003, 25% upturn in business. Good luck to all. Stan