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

To: The Ox who wrote (15698)	6/14/2004 11:22:13 AM
From: Donald Wennerstrom	Respond to of 95572

Taiwan's TSMC buys equipment worth 716.3 mln twd from Novellus <<TAIPEI, Jun 14, 2004 (AFX-ASIA via COMTEX) -- Taiwan Semiconductor Manufacturing Co Ltd (2330.TW), the world's largest wafer foundry, said it bought equipment worth 716.3 mln twd from Novellus Systems Inc between June 7 and today. TSMC closed steady at 43.30 twd. (1 usd = 33.70 twd)>>

To: The Ox who wrote (15698)	6/14/2004 12:06:19 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95572

>Right now, everyone is looking at the cloud formations on the horizon and they have all determined there's going to be a major storm approaching. For the most part, I'm waiting to see if the forecasts come true. Do I see some rain, yes. Do I see it raining for 40 days and 40 nights? Get real.< You are wrong Michael. Right now other than a tremendously high put to call ratio which is largely the result of institutional hedging imho the market is being looked at through rose colored glasses. If you were right then the VIX/VXO would be closer to 40 than 10! Please be careful because if the market does realize there are more reasons to be fearful now than in 1998 then the market has a long way to drop from here. Enough said... lets see how it plays out. RtS