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

To: Return to Sender who wrote (10819)	8/5/2003 11:29:25 AM
From: Proud_Infidel	Read Replies (3) \| Respond to of 95888

staying on the sidelines with this sector until there is more visibility This is laughable, as ANY visibility improvement will only mean higher share prices and higher valuations. Do these guys understand the market discounting mechanism? It does not sound so. recovery looks more likely in the 1H:04 timeframe Again, the market looks out 6 to 9 months......it is beginning to see a recovery....and hence, we see higher share prices! Hope you don't pay for that.