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

To: dr_elis who wrote (10908)	8/8/2003 7:06:41 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95834

Actually I more agree than disagree with you. One thing I did not say is that I was expecting a BIG business led recovery. Any business led capital investment outlay is more likely in say China than here in the US or Japan. Of course China has cheap labor and is seeing lots of capital investment growth. So if we get more profit taking in our stock market when the potential realization sets in that there may not be a strong second half recovery this year it will be fine with me. I was just trying to let everyone know I cannot divine the future any better than Briefing.com. RtS