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


To: rhering who wrote (12109)10/19/2003 9:23:08 PM
From: robert b furman  Respond to of 95415
 
Hi Rog,

That's GOOD - I'm looking for a SOX leader.

I'm beginning to think that the next wave of SOX dominance will be surfing the concept of "Global Growth" albeit it with local market rightsizing added to the recipe.

If done properly - it could lead to new "global Highs".

Not tomorrow mind you, - but certainly within the next 12-18 months.

JMHO

Bob