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

To: Alastair McIntosh who wrote (8201)	1/25/2003 12:16:05 PM
From: michael97123	Respond to of 95737

Al, Capex led recovery fueled by easy money, tax breaks and replacementaging computer stock/software etc. Add to this a good war result and from what i can see on the ground in my industry, companies will start to spend. Housing should stay good. Consumer spending should respond to the above along with a rising stock market. All of this dependent on no war or successful war along with mininmal terror so the recovery can start. Hope bin laden isnt reading this or has been mostly neutralized because he is the wild card here. Mike