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

To: Return to Sender who wrote (6205)	10/16/2002 9:27:50 AM
From: michael97123	Read Replies (1) \| Respond to of 95427

RTS, This lack of visibility thing is like driving thru a fog bank. It lifts just as you get to white knuckle time or at least it does that most of the time. Seems to me september/october will be bad economic months followed by rebounds in november/december. There is talk in my industry--financial service/tech sales that the capex restraints will be lifted soon if folks just want to keep up in the next up period. I have said this before and it hasnt materialized. Think we are getting to the point that the old stuff sucks, and lacks disaster recovery capabilities that are now required in financial service industry. One band customer of mine tells me they are in violation of their own security audits in many areas. Eventually the will have to pay up and build out. Market staying somewhat healthy thru the end of the year would help big time. Mike

To: Return to Sender who wrote (6205)	10/16/2002 1:52:24 PM
From: michael97123	Read Replies (1) \| Respond to of 95427

I sent this to zeev on his thread and i will post his reply. I am wondering whether any of you folks have thoughts on this. Zeev thinks the year end rally will begin again on 10/22 after a pullback and cary the naz to a target of 1388 end year. zeev, attached is chart comparing naz and sox. Between 10/22 and end of year(1388 target), how do you think sox will fare vs naz? 1. the same 2. out perform 3. under perform 4. all of the above<g> I am thinking of switching those lt tech holdings out of stocks like msft, sunw, oracle, jdsu, csco into stocks like mxim, xlnx, nvls and klac. finance.yahoo.com^SOXX&d=c&k=c1&c=^ixic&a=v&p=s&t=1y&l=off&a...