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

To: Cary Salsberg who wrote (6671)	11/3/2002 9:24:07 PM
From: Return to Sender	Read Replies (3) \| Respond to of 95530

>My questions is, "if this were the start of the next major bull market, what would be different?"< Okay, first let me say I don't know for sure that we have not seen the bottom. No one does. But in order for this to be the start of a new bull market we should have put in a better bottom. By that I mean one that satisfies the more traditional valuation levels. I know we have had this discussion before. I also know that I have already admitted that P/E's and dividends should not be expected to be at the same levels that they were in times of high inflation and higher interest rates. Still, I think this bubble still has not completely popped. Set all that aside because I once again admit I could be wrong. All we really need for this to be the start of a new bull market is lots of good news. News like: IT Spending Expected to Rise 20% in 2003 Business Led Economic Recovery Expected in 2003 Semiconductor Book-to-Bill Rises Unexpectedly Iraq Welcomes Unconditional UN Inspection Today IBM (and other large companies) Pension Funds 100% Safe Technology Companies Agree to Fully Expense Options Unemployment Rates Fall Big Business is Hiring Again! Applied Materials (And other companies) Announces Record Earnings. Technology IPO's Back in Vogue Anyway, you get the idea. RtS