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

To: Gottfried who wrote (6289)	10/18/2002 10:43:53 PM
From: robert b furman	Read Replies (1) \| Respond to of 95480

Hi G, You are like knowing a library!! I'll go to my office and install it on Excell. Now you have the choice of giving me a fax number or walking me thru storing it on a website - personnally I'd find a fax machine.ggg It is a new twist to see a failed cycle.It doesn't surprise me,however I must admit I wasn't even close to being intuitive enough to anticipate its occurrence. I suspect the overbuilt excess capacity of the record "up cycle" is defering a rebound in normal cycle parameters. From past studying of cycles - I believe the longer this failed cycle takes - the stronger the next upleg will be. For over a year now - I've hoped for a slow trading,boring consolidation.Consolidations are stored energy for a greater rise in the future.This becomes a new twist - and it certainly proves the axiom "always expect a final shakeout". I've marveled at this now triple bottom and perhaps we have a quad bottom coming.All I know is the longer it delays - the stronger our reversal will be. I'll be back ! gg Bob