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

To: Gottfried who wrote (15369)	5/24/2004 4:14:38 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95580

Your advice is well taken. This was an article that "rounded up" all the naysayers on the semi-equips and put them in 1 article. Unfortunately, even if we do not put much stock in what these articles say, it gets spread around the investment community and creates a "little dark cloud" that makes some people nervous. The only reason I read it, and sometimes post it, is to be aware of the forces that affect this market and semi-equips. The present morbid outlook for the semi-equips is quite remarkable IMO. Very rarely, if ever, have I witnessed a similar situation to the one we have today. As bad as it is, it might even get worse.:( Don