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

To: Return to Sender who wrote (6674)	11/3/2002 9:34:47 PM
From: Cary Salsberg	Read Replies (2) \| Respond to of 95530

RE: "All we really need for this to be the start of a new bull market is lots of good news." Do you mean that we would already have this "good news" or that people start believing that this "good news" is coming and is 3 to 6 to 12 months away?

To: Return to Sender who wrote (6674)	11/3/2002 9:41:45 PM
From: Gottfried	Respond to of 95530

RtS, if your good news list came true we'd be at Nasdaq 4000 at least. But some gurus would fret that it's not sustainable. Cramer would claim he predicted it. Gottfried

To: Return to Sender who wrote (6674)	11/4/2002 11:04:37 AM
From: Kirk ©	Respond to of 95530

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 Jeeze, by the time all these things are KNOWN to be past problems and no new ones were known, I'd think I was in a time machine brought back to March 2000! If ANYTHING we should have learned here is when all is thought great, TAKE SOME BIG PROFITS! The business cycle NEVER dies... it just is good at camaflauge. And... when the popular people on CNBC and on the web sites talk about how smart they are to be shoring stocks that are down 80%... BUY QUALITY I've done a bit of both as I am a natural contrarian... I argue with the mirror for Pete's sake!...