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

To: Return to Sender who wrote (6209)	10/16/2002 2:57:42 PM
From: michael97123	Read Replies (1) \| Respond to of 95420

RTS, I will take the optimistic road to answer you. It will sound like a broken record and i only half believe it at this point but here it goes. The market looks 6-9 months out. Intel numbers are from the rear view mirror. Lower capex is already reflected in the low prices the amats of the world have already made. Christmas retail season starting end november will be better than expected. Capex spending will explode early next year as companies jockey for position in a new business upturn while old shit wears out. So a rally based on the half full logic. mike

To: Return to Sender who wrote (6209)	10/16/2002 3:01:42 PM
From: michael97123	Read Replies (1) \| Respond to of 95420

by the way any feelings on the sox vs naz part of my previous question if zeev scenario does pan out. mike

To: Return to Sender who wrote (6209)	10/16/2002 3:42:10 PM
From: MrGreenJeans	Read Replies (3) \| Respond to of 95420

In fact we may get a true double dip recession. Consider the following: Third Quarter GDP released at the end of this month will be greater than 3% (conservatively). The consumer will not stop spending, (honey, you and kids will not be getting any presents this year because money is tight, yeah right!), as we enter the holiday season making the fourth quarter GDP positive as well. Any war with Iraq will be a short one. The Federal Reserve has added record amounts of liquidity into the financial system which works against a double dip. There is no chance of a double dip recession. Keep it real.