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

To: robert b furman who wrote (6889)	11/14/2002 9:02:51 AM
From: The Ox	Read Replies (1) \| Respond to of 95632

As long as the doom and gloom remains thick, the future will continue to be discounted. There are still a couple of tough quarters ahead for the SCE companies but there is light at the end of the tunnel. However, keeping some dry powder on the sidelines for future opportunities is a must, imo, as I believe these tough times will allow the doom and gloomers to continue their rant about how dark the future is. Short term, yes, the future is very dark but if one can look out a few quarters, it seems obvious to this observer that demand will grow by the middle or end of 2003. Innovation and progress will only be held up so long before the foot draggers and tight wads start to open their purse strings. If we can assume the market looks out 9 months or so, then it's all a matter of when you see the recovery starting. If it's late 2003, then be patient. If it's the middle of 2003, then one should start positioning themselves for the next up cycle.