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

To: Proud_Infidel who wrote (6536)	10/31/2002 9:19:47 PM
From: robert b furman	Respond to of 95541

Hi Brian, Right - The tide is coming in, We'll see a string of some down days - there will be some bouyancy that will support another new low/washout selling . I'm shell shocked and scared to say it very loud - but it is time to buy the dips. The lower the dip goes the more aggressive we must be. Aggressive at the bottom conservative at the top - makes us very wealthy in the next 3 years. September was down 20 % plus - October will be up 20 % plus - November will back and fill 7-9 % and a Christmas rally will happen after 03 GDP comes in 3 0 % plus. Business will invest in 03 with 02 profits.They will require a 12-24 month payoff and will save money thru productivity gains. IF, as a "not necessary requirement",these productivity gains are coupled with top line growth - the bottomline explosion will take care of anyone's concern of P.E.'s being high. I'm thinking November will set up as being a time to be aggressive.Its not a lock in yet - but it is setting up just right. When BOP ,TSV and Moneystream all get positive and price declines - it will be time to get aggressive. I'm thinking it may happen in December or March - either time, the entry point will be close during both time periods. We've been patient for quite a while,another 3-5 months won't hurt and it will be a quick 30-50 percent. The worm has turned - times are good and getting better. Bob