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

To: Cary Salsberg who wrote (10577)	7/11/2003 9:37:19 PM
From: Sam Citron	Read Replies (1) \| Respond to of 95487

(1) Expanding on your theme of PCs as "just one device on the wireless home network," what is your opinion of ELON? (2) RE: "it is possible that we are seeing the last opportunity to buy after a very significant drop in business" With valuation concerns still looming in the sector, because it has been good to so many for so long, what is the opportunity cost of foregoing this cycle, particularly if it does prove to be the last, which places quite a premium on having a well-honed sell discipline, and where there might seem to be other interesting emerging companies as alluded to above. That has to be one of the worst run-on sentences ever, but hopefully you get my train of thought. <g>