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

To: Gottfried who wrote (13473)2/22/2004 7:41:41 PM
From: rhering  Read Replies (1) | Respond to of 95656
 
Gottfried,

FWIW, After all the recent good news and with no upward market reaction I believe the only thing holding the overall market down are labor concerns.

If the majority of the economists are right, and I think they are, and we get some substantial job growth over the next few months then the market and semi-stocks in particular should do exceptionally well.

Long & Biased,

Roger



To: Gottfried who wrote (13473)2/22/2004 7:57:39 PM
From: Donald Wennerstrom  Read Replies (2) | Respond to of 95656
 
Gottfried, I agree with you 100 percent! I think we just started the upward cycle(in terms of Bookings) in the last quarter 0f 2003. I think we have a long way to go to reach the peak of this cycle. In the meantime, some of the "players" are going to have to adjust their thinking while this latest downturn plays out. How long is that going to take - who knows.

Don


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