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

To: Zeev Hed who wrote (5875)	10/6/2002 11:45:56 PM
From: scott_jiminez	Respond to of 95487

The current conditions bear no resemblance to a secular bear market but are ipso facto the highly typical detritus of a bubble implosion. The markets are completely reflective of a perceptual backlash, the cosine to the nineties sine, and are far out of sync with extremely gradual, but nonetheless real, indications of an economy regaining its footing during the upcoming 3-6 months. Thus keep in mind that whatever residual selling occurs during the rest of October is a gift, since the current extremely negative sentiment signals the bear market is dead. During the first stage of the upcoming long term secular revival you can expect an entirely new set of leadership stocks, completely distinctive from those of the previous decade, so be on the lookout for these early movers. Enjoy the coming bull move, and remember not to overstay your preoccupation with previous preconceptions when investing long in the upcoming weeks and months.