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

To: Alastair McIntosh who wrote (6632)	11/2/2002 9:01:35 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 95525

RE: "In my opinion current SCE prices are not supported by fundamentals." Since AMAT is the biggest and best known of the group, please explain why AMAT's price is "not supported by fundamentals". I think your contrarian point of view will very likely begin a very useful discussion.

To: Alastair McIntosh who wrote (6632)	11/2/2002 10:25:38 PM
From: Proud_Infidel	Read Replies (4) \| Respond to of 95525

The best tech analysts were predicting in 1999 that the telecom financing bubble and the overspending generated by Y2K fears would result in a tech downturn. However tech bulls scoffed at this analysis. Really? Which ones specifically? Most of the ones I recall hearing and seeing only had one word pass their lips; and that word was Buy. BTW, in August of 2000, Morris Chang of TSMC publicly stated that he was sold out of capacity into 2002. And most analysts cheered this news. I am not sure what firm or exactly who you are referring to when you say that the prescient analysts predicted all of this. If they were predicting this, they were not doing it publicly.