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

To: Return to Sender who wrote (13798)	3/8/2004 4:50:34 PM
From: michael97123	Read Replies (1) \| Respond to of 95938

RTS, You are the best contrary opinon out there and it probably has kept in check some premature reentries into this space just now. But there will come a day. mike

To: Return to Sender who wrote (13798)	3/8/2004 6:49:29 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95938

<<That's all I am going to say before I become the least popular poster on this thread AGAIN.>> RtS - that could never happen!;) You're the one that keeps us on out "tippy toes" with all the information you keep posting to the thread.;) <<We need to take into account that for over two months now, even during solid earnings reports in January, that the semiconductors and semi equipment stocks have been selling off on higher than average volume.>> That's the old "buy the rumor, sell the news" type of syndrome the happens quite often. It doesn't necessarily make it right, and at some point, that action will reverse and prices will go higher. Personally, I am trying to locate that inflection point - and I think that point is rather close because of the very low SCE valuations presently in existence. Don