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

To: Sarmad Y. Hermiz who wrote (12363)	11/4/2003 7:22:13 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95420

Yes, we have a dichotomy - not all data correlates and some of it is down right contradictory - but that's the way it goes, day after day. Trying to separate the "wheat from the chaff" is a never ending task. The Fed is pushing real hard to make this economy go so we are probably OK for the near term - I'm just trying to be watchful and see how close I can come to finding the peak of the bubble when it gets here;-) Don