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To: Victor Lazlo who wrote (152002)1/26/2003 12:34:23 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 164684
 
ahaha! Not so fast... I actually amzn could double this year. I'll bet that is significantly above your forecasts. I just think there are more dynamic plays out there who could shoot up faster, some of these capex companies for example who are really low. Maybe sun. The capex climate is trying to turn, but can't due to the "geopolitical" situation. The whole point of the lower dollar was so that we could sell more abroad but Korean fabs aren't buying anything, they are afraid of Bush. Also the drain of foreign money from us markets would have been over by now, because most fast money was gone this summer. But now we have money leaving just on war uncertainty. Imo this is all war related. It doesn't matter what we US citizens think of Bush. What matters is what the world thinks of him IF we want the world to buy expensive US capex gear.