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

To: Gottfried who wrote (5183)	8/29/2002 8:16:41 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95487

Gottfried, Now here's a guy that we could sit down and have a beer with, and really commiserate about the upcoming debacle in the stock market. We could talk about the present over valuations - and he would know just what we mean. I mean really, you and I could let our hair down and talk about how awful things really are! You know the record debt levels carried by consumers and corporations are just crushing us to death. And then we could really get into it about how much excess capacity we have in this country. You know, everyone has everything they need right now. Certainly, we don't need anymore electronic "gadgets". I mean I have one of these new fangled cell phones now. Who needs anything else? If truth be known, I really don't need the cell phone either, but I thought - what the heck, I might as well splurge a little bit. Now that I have it though, I won't need another one for at least 10 years! And then when we have polished off those subjects we can talk about "ineffective monetary policy". You know Gottfried, I think we would have enough to talk about to probably have 2 beers!:) Don