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

To: BWAC who wrote (5373)	9/12/2002 7:31:20 AM
From: Sarmad Y. Hermiz	Respond to of 96113

>> But first some of that Trillion is going to have to burn a hole in the consumers pocket/escape corporate capital expenditure freeze and be reflected as earnings. My learned opinion is that a few hundred more NASDAQ companies need to go bankrupt (or be absorbed by others), so the rest can make profit with less suicidal competition. That is happening slowly, but steadily. Heck, a week ago Intel confirmed rev expectations. Yesterday, Xylinx. Before that LSI. So the improvement is happening as we speak.