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

To: Kirk © who wrote (11261)	8/26/2003 11:44:18 AM
From: BWAC	Read Replies (1) \| Respond to of 95652

<Layoffs to come from State and Local Government jobs when the reality of the budget deficit takes hold.> Or when they decide to outsource some more Government jobs and services to India. You hear about the North Carolina Food Stamp Program call center being in India?

To: Kirk © who wrote (11261)	8/26/2003 11:48:30 AM
From: Return to Sender	Read Replies (2) \| Respond to of 95652

I think I will just echo Sam's comments to Michael yesterday. Stock trading action by the bulls speaks louder than their written words. While we can all make an excellent case for the market to advance further in the face of our WOWL many astute investors like yourself have been taking profits on stocks like A which have outperformed these last few months. We know the economy is doing well despite the WOW but whether we think too much optimism is priced into the market or not it is interesting to note that the pace of buying stocks is slowing now even as profits are being booked. Thanks for bringing up another valid concern. RtS