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

To: Donald Wennerstrom who wrote (12003)10/9/2003 11:35:03 PM
From: robert b furman  Respond to of 95397
 
Hi Don,

As best I can recall,

At exactly this same time in 1998,Q 4 was questionable.

Everyone had low expectations of Q4 being a block buster.

What for - everyone wants to pay taxes or push it out to Q1 04 and hold your money for all of 04 DUH??

But you know what - the forward looking vision became positive and backlogs grew - The market never looked back.

It is the anticipation of an improving climate,in an environment of gloom, that paid off.

The pay off came well before any bottom line profits surfaced.

Makes me anxious to hold the full position - even though risky.

BWDIK

Bob



To: Donald Wennerstrom who wrote (12003)10/10/2003 1:06:32 AM
From: Kirk ©  Read Replies (1) | Respond to of 95397
 
Hi Don
It is exactly a year to the day since "the bottom"
How about an update of the tables showing gains from the bottom by %? This would be a great reference point to have.
I didn't catch the bottom exactly, but I did add to UTEK, LRCX and Agilent pretty close. I am curious how they rank.
Thanks!
Kirk


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