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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (5843)	3/14/2003 4:12:02 PM
From: Berk	Respond to of 25522

OT Actually when I wrote that I was thinking of an event that you in particular would appreciate: housing prices. In the early seventies an economist at the firm where I worked gained a huge reputation on Wall Street by correctly predicting that the oil embargo induced recession would be the most severe in decades. In this prediction he had been very much alone amongst his fellow economists. Well, his next prediction was that housing prices which had substantially appreciated by the late seventies would go into a long decline lasting a decade or more. It was an extremely convincing argument by a Stanford educated economist and one that convinced me not to transfer to San Francisco due to the high housing cost/risk!

To: Lizzie Tudor who wrote (5843)	3/15/2003 9:56:36 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Worst is over for slumping Internet infrastructure market Semiconductor Business News (03/14/03 11:46 a.m. EST) CEDAR KNOLLS, N.J. - The global Internet infrastructure market took a hard hit in 2002, but there's signs of a recovery--albeit a slow one, according to a report from Probe Research here. In the report, Probe forecast that the market is expected to grow 92% between 2002 and 2006. Probe analyst Richard Endersby believes that the worst of the decline is over in the arena. "While capex is expected to be down in 2002, stability over the next couple of years is more likely than further reductions," he said. "Although the capex/revenue ratio will fall throughout the next decade, we do expect to see some recovery by the end of our forecast period." Promising signs include the "coming of age" of Ethernet in the public network. MPLS standardization does at last appear to be bearing some revenue-generating fruit.