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Strategies & Market Trends : Technology Stocks & Market Talk With Don Wolanchuk -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (8304)	4/18/2003 9:30:08 PM
From: Rich1	Respond to of 207038

hmnnn....as good as KVHI???

To: robert b furman who wrote (8304)	4/18/2003 10:41:30 PM
From: robert b furman	Read Replies (1) \| Respond to of 207038

Hi Rich1, Nope not this cycle. In 99 and 00 Cohu and the rest of the SCE sector had huge distribution tops.These tops leave past players with a burden that subdues their future potential (at least for the next bull run IMHO).It is the concept of overhead resistance. KVHI was wallowing in shakeout city during 99 and 00.It currently is one of a select few stocks that are in the BSB zone - Blue Sky Breakouts.gg Everybody who has bought KVHI is in the money -it is a leader in RSI and all owners are profitable. Eveerybody loves a winner - they'll hold tight.The future earnings potential is huge in this stock and all owners are making money. KVHI is one of the few stocks that has GREED on its side. That is a huge advantage - that is the best advantage. KVHI will be featured in IBD abd the masses will then clamor for its stock. This is a super star NEWBIE that hasn't even thought of buying its Debutante dress. Markets is building strength KVHI will be a percentage leader/gainer before it is over. I'm visiting the headquarters next week for a dog and pony show - can't wait.It has been a long time since I first visited. I'll post my experience. In between - buy the dips!! Bob

To: robert b furman who wrote (8304)	4/18/2003 11:48:59 PM
From: dvdw©	Read Replies (2) \| Respond to of 207038

The more things change the more they stay the same; in the case of the semiconductor industry this is also true, but the framework that casts this truth is different for products and industries. This means that the Semiconductor industry will continue to grow enormously but the growth may not come in areas where everyone is looking. By way of example here is an article about a new material semiconductor process that may or may not yield products suitable to scaled applications; spacedaily.com The point is much of what is happening in the market is the search is at center stage. While the hunt is underway, capital is shifting back and forth like a roulette ball waiting to land on a numbered hole. People that say that we are in an economic funk as a statement about the economy are dead wrong; there are major pockets of uncertainty about whose growing and whose not. At the beginning of a New Business and technology cycle, semiconductors may not be the big push, new materials could take the lead as precursors to changing entire competitive landscapes. The new materials markets might have their breakthrough in semiconductors, housing, or a hundred other areas, its up to you to discover where and than decide at what stage are these breakthroughs. Many small caps new materials companies have been doing the R&D for 10 to 15 years getting ready for this moment of their emergence, where applications closed to them are opened, putting pressure on old materials while the innovations are made on the backs of the new. we are on the verge of great things, keep all your senses alert, because you never know when a single word could be your first clue about where to begin looking.

To: robert b furman who wrote (8304)	5/1/2003 11:58:19 AM
From: Chip McVickar	Read Replies (1) \| Respond to of 207038

Robert, This country runs on innovation, produces a new idea and then out sources the manufacturing to cheaper economic models. This has happened countless number of times and in a numerous industries. Computers and their software are just another cycle. The next major innovation for computing will be found with Organic Processes.... that have very little electrical components..., run on wireless networks..., and run on solar or hydrogen cells that can be renewed. Biotechnology and Bioinfomatics will play a part. What we've known for the last 20 years in computers is slowly on the way out. Next big wave of investment returns are in the small companies with break through technology out of places like MIT and in the very early development stages. Chip