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

To: Zeev Hed who wrote (7967)	1/7/2003 9:17:12 AM
From: scott_jiminez	Respond to of 95520

I would agree with you only to the degree that it's been necessary for 3 years now for all of us to think outside the cranium. 'Technology' (whatever that means) remains a vibrant industry but the islands showing such life are very small and very isolated. I've been out of the equipment sector for ~8 months (after being in it as my largest single sector weighting for 5+ years). In my opinion, the ongoing 'perfect storm' of gross over-capacity and sickeningly weak demand will constrain this space (what an '02 word, eh?) for the foreseeable future. [Disclosure: the following statement may contain highly self-serving components including, but not restricted to, equities I own and/or those I may purchase in the near future.] 'Outside the cranium' has led me to stocks such as PUMA, ITWO, and PCSA over the past ~6 weeks. This approach, upon the most superficial inspection, has serious pitfalls. OTOH, as shown by the news from PUMA today ( biz.yahoo.com ) , some isles are indeed flourishing.