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Politics : Don't Blame Me, I Voted For Kerry -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (30814)	6/14/2004 2:24:08 PM
From: ChinuSFO	Read Replies (1) \| Respond to of 81568

I know that some tech companies just saw an explosion of orders last week. Yes I know that and I heard that too. BUt it is too early for that level of optimism. To me it starts with Applied Materials, Novellus, KLA instruments etc. They didn't get the spurt in bookings. There is no new technology, (hardware, software or networking) in sight for that to happen. Microsoft's 2003 products are a rehash. Intel still continues with the 12 mm manufacturing and CISCO is struggling with WI-Fi standards and technology, not to mention optical. My two cents. Hopefully you will consider this an informed opinion of mine and not a "lie" that some people whom I had to boot from this thread rhetorically kept up. And off course I fully well know youare someone who forms informed opinions also.