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

To: Proud_Infidel who wrote (13730)	3/4/2004 2:01:14 PM
From: Ian@SI	Read Replies (1) \| Respond to of 95640

Here's some fuel for the continuing up cycle... BenQ expects 1Q LCD TV shipments to equal 2003 annual shipments Taiwan-based BenQ expects its LCD TV shipments to reach 80,000-90,000 units in the first quarter of 2004, about the same amount shipped last year, according to Sheaffer Lee, president & COO of BenQ, at a shareholder’s meeting yesterday.

To: Proud_Infidel who wrote (13730)	3/4/2004 2:06:55 PM
From: Return to Sender	Respond to of 95640

You're kidding about using EBAY as an example right? EBAY is an aberration. It never left bubble valuations behind. In fact if you want to use EBAY as a rationalization then you might as well admit that we are still in the same bubble. As far as all tech stock being related? You most not have understood me. ALL stocks in every industry and every sector are related. The bubble effected all industries and all stock prices. When the market advances through various stages of an economic expansion institutions rotate in and out of various industries and sectors. They have been rotating out of computer and chip related industries. So the real question still remains simply are institutions going to buy enough shares in this sector to make it rise? You think they will. Perhaps you will be right. I know they have not yet been big buyers lately. Net selling has been higher since September among most chip stocks and semi equipment stocks as well. RtS

To: Proud_Infidel who wrote (13730)	3/4/2004 8:29:08 PM
From: KMcKlendin	Read Replies (1) \| Respond to of 95640

Regarding the recent "fear" or selling-- I have no ability to predict the short term movement of the market. However, it strikes me as bullish that: (1) This board is concerned about losing money and (2) analysts are all predicting the cycle end, just as we recover from the worst semiconductor equipment downturn in history. Given the carnage of the past few years, it seems appropriate that the early bull market should climb a "wall of worry." I've listened to the conference calls of AMAT, NVLS, and KLAC, and they are all bullish to one degree or another. More importantly, the prevailing view is that it should be a long and strong upturn. It is possible that the companies are wrong and the traders and analysts are right. If that's the case and prices go down significantly, I have purchases that I want to make. --Keith