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


To: Cary Salsberg who wrote (4661)8/6/2002 10:12:23 AM
From: Proud_Infidel  Respond to of 95530
 
Cary,

I believe that the future for the technology companies I am invested in has never been as bright. The "bubble" was a huge misstep on the road to the future, but "dot.com" was Model T stuff compared to what we will see.

Couldn't have said it better myself.



To: Cary Salsberg who wrote (4661)8/7/2002 2:06:33 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 95530
 
. I don't expect the excessive valuations of the "bubble", but revenues, earnings, and stock prices will exceed bubble highs in 5-6 years.

I can't believe there is another human on the planet that thinks this way.

If there was ever a case in my investing career (not just stocks, but RE or other assets) where the *fundamentals* have a chance of eclipsing a past bubble/hype valuation, the internet is it. Its not like this hasn't happened before, PCs in the mid-80s or you name it. But I'm reduced to talking to myself in the mirror to find a companion viewpoint!
L