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To: willcousa who wrote (5823)	6/4/2003 10:29:08 PM
From: Gottfried	Respond to of 13403

willco, re >The upside in tech equipment stocks had better be looking beyond the current year.< Right. We had two false starts in 2001 and 2002 where AMAT went to the 20s in expectation of higher SEMI equipment orders. Now it's at 16+ and should rise more if the expectation of higher orders is behind this. Check how price has been leading orders home.attbi.com Also, INTC equipment spending may not be in sync with the spending of other chip outfits - many of whom have to catch up. Gottfried home.attbi.com