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

To: michael97123 who wrote (8726)	2/22/2003 11:35:13 AM
From: Kirk ©	Read Replies (1) \| Respond to of 95656

I believe he also said HPQ and IBM are what he calls "value technology companies" or something like that. The idea being is they are already at low price/sales multiples, pay a dividend and have loads of upside potential. Disclaimer: I own both so my ears might hear what I want to hear.

To: michael97123 who wrote (8726)	2/22/2003 11:42:48 AM
From: Cary Salsberg	Read Replies (1) \| Respond to of 95656

RE: "He is bullish on big cap tech." I don't pay any attention to people who talk about "big cap", "big orders", or "multiples". I like to hear about "technology". What did he say about Echostar? Anything about technology?