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

To: Return to Sender who wrote (11095)	8/21/2003 1:05:10 PM
From: BWAC	Read Replies (1) \| Respond to of 95640

RTS, What do you mean? You want off the Greenspan boom to bust bouncing ball? You know valuations don't matter. neither does anything else that makes sense. This IS A CASINO. It is not a market, nor does it remotely resemble a market. The sooner we all understand that the better off our trading will be. Maybe one day the Casino players go bust or they make so much they go away. I don't care which.

To: Return to Sender who wrote (11095)	8/21/2003 1:23:53 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 95640

RTS, Insider buying and selling is not important in technology stocks because of the heavy use of options. The hoped for course in technology is exercise options, sell stock, acquire (be awarded) more options. No buy stock required. I don't think you are correct about "fundamentals" and the bottom. There is a "fundamental" dynamic that is not talked about much. That is the technology transition from boom, through bust, to high growth. Prices that look beyond the transition are labeled with negatives from the bubble. A correction will occur when there is economic evidence to doubt a recovery and fear another "double dip" scenario. If the data continues to support a recovery, corrections will only relieve short term over bought situations and will be viewed as buy the dip opportunities.