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

To: Kirk © who wrote (8727)	2/22/2003 2:41:38 PM
From: michael97123	Respond to of 95657

"Disclaimer: I own both so my ears might hear what I want to hear." Me too.<g> He also said he was only 75% invested which is low for him but he implied his overweight in tech made up for the low investment percentage. I remember an investment newsletter writer that i subscribed to back during the boom saying in late 2000 that ceos were not seeing weakness in orders and that orders were flat out good. Of course then came the cancellations and the debacle. Now Sossnoff seemed to say, those same ceos are saying business is flat out bad--No one expects ramp ups in capex. It is hopeless but i have noticed for 6 months now in my field (financial tech) that there is pent up demand out there but theres always an excuse to do nothing. Inertia is a powerful force--No one gets fired for not buying something but if you commit to buy you are dead if either the stuff you buy is not so good or your business does not pick up enough to justify the purchase. One day the debacle will be over and replaced with a resurgence of purchasing. It might not be a rubber band, and it might be slow to develop but it should have increasing momo. mike