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

To: Return to Sender who wrote (11656)	9/18/2003 10:19:32 AM
From: Return to Sender	Respond to of 95587

From Briefing.com: Economic Review - Index of Leading Indicators - The August Index of Leading Indicators rose 0.4%, while July was revised to a stronger +0.6% (from +0.4%). Both the coincident and lagging indices were flat. The positive contributors numbered just four (out of ten) but far overpowered the small declines in five of the components, while one was flat. The rise marks a fifth consecutive gain which have averaged a strong +0.5% since April and are consistent with the stronger economic growth expected over the second half of the year. Treasuries a bit weaker following the release of this report; ten-year note presently down 3/32nd's in price on the day, to yield 4.19%.

To: Return to Sender who wrote (11656)	9/18/2003 11:35:28 AM
From: The Ox	Read Replies (3) \| Respond to of 95587

I see the low BtB very differently then some of you here. The lower the BtB is now, the higher it will be down the road. The longer the orders stay down now, the more the flood gate will open later. This has always been the case in this industry, unless "it's different this time". I think we are going to find out (in the next year or so) that we won't have the capacity to create the high end chips, which will be required(increased demand) at that point in time. There will be another rush to over order and we will, once again, over do the boom stage. We are seeing the exact same cycle process for this industry. Boom and bust. The last boom went too far and this bust will go too far. The market is plainly saying so. Call me too bullish, or whatever, but demand is ramping up beyond what the orders and bookings show. Cost cutting and pushed out orders are the rage of the industry, as they always are at the bottom of the cycle. Where people get caught is looking in the rear view mirror instead of out the windshield. Too many people "miss the boat" and end up chasing their favorite stock at much higher prices. I totally disagree with your "mantra" that valuations don't matter. They do. However you and many others here are using the past to justify future valuations. I would strongly suggest that you use the higher future expectations to justify current and future prices then to use past performance to justify current or future prices. The market is doing this, why can't some of you get with the program! <vbg>

To: Return to Sender who wrote (11656)	9/18/2003 12:41:12 PM
From: Donald Wennerstrom	Respond to of 95587

<Never is heard a discouraging word when the bulls are roaming the range.> RtS - I love it!:) The bears had the bulls corralled for quite awhile, but they found a hole in the fence and now they are out roaming the range - having a jolly good time. Just think how tough it is going to be for the bears to round em up - do you think the bears know how to ride horses so they can do the job? - maybe their ponys are lame - how can you round up rampaging bulls when your ponys are lame?:) Don