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

To: Donald Wennerstrom who wrote (4643)	8/5/2002 10:08:55 PM
From: Return to Sender	Respond to of 95530

Agreed Don. If CSCO says something good it will help a lot. I just don't think they can say anything that good. August 13 will be interesting too because unless things get better we will see another rate cut. This time it will be one none of us really wanted but at this point the FED has to continue to help the economy any way they can. RtS

To: Donald Wennerstrom who wrote (4643)	8/5/2002 10:41:02 PM
From: Gottfried	Read Replies (1) \| Respond to of 95530

Don, important - by Ken Fisher Message 17839777 Read it 2 times and post in the morning. :) Gottfried

To: Donald Wennerstrom who wrote (4643)	8/6/2002 2:02:31 AM
From: scott_jiminez	Read Replies (4) \| Respond to of 95530

Perhaps I will earn the reigning seat of most ignored posters for this repeated sentiment but it is my impression that market makers have nothing whatsoever to do with the current slide in the equipment stocks. The collapse in the sector is a very direct response to horrible - and deteriorating - market conditions. My impression is that subsequent to a decade of unbridled demand for increasingly powerful cpu processing capacity, a ceiling has been reached and simply maintaining (not growing) this IC load does not justify the size of most sectors of the semiconductor industry. Similar to your comment on market makers, this is simply an impression (based on a quite a few articles however) and may be far off the mark.