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

To: Return to Sender who wrote (17505)	8/1/2004 1:36:08 PM
From: robert b furman	Read Replies (1) \| Respond to of 95738

Hi RtS, WHOA - Way too bearish!!! GG This last weeks waning price decline may be time for reversal city. Note on Don's recent group statistics that the blue chippers appear to be leading. When Intel,Csco and Mr Softee shakeout and begin to provide leadership you won't be seeing these money makers at below book value - unless of course you want to sit out this whole next move to a topping process. The kind of viewpoint you have takes us back to 2002.Back then there were no orders, no visions,no guidance. Now we've got nice profits at lower revenues and backlogs that give us guidance into next year. Have you forgotten how much we craved this wonderful type of scenario back in 2002? You've got to get bullish not bearish here. Stocks go up in price when they make money and grow. Thes guru's have never guessed a cycle peak in the past. The CEO's are saying they don't see what these Guru's do. These are the guys that wouldn't even offer an opinion a year ago - noe they're pretty vocal about the Guru's being wrong. I've enjoyed posting to you for years. I think you are overly bearish here. Could it be you're not long and hoping for a re-entry point that might be unreasonable. Time for some risktaking my friend. JMHO Bob

To: Return to Sender who wrote (17505)	8/2/2004 1:45:56 AM
From: etchmeister	Read Replies (1) \| Respond to of 95738

Foundry stocks don't get a lot of attention period. Foundry stocks are an excellent (leading)indicator - IMHO probably the best - I would have thought that after all the inventory talk the "financial community" would be eagerly reviewing the results from the foundry sector in order to quantity/qualify possible inventory issues but obviously I'm mistaken. No; the pundits spend 10 to 12 x reviewing what KLAC and LRCX is saying while KLAC and LRCX can only echo what THEIR customers are saying/feeling.