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

To: Lizzie Tudor who wrote (31831)	8/1/2006 2:50:11 PM
From: The Ox	Read Replies (1) \| Respond to of 95610

A couple of comments. Let's not get too far off the track when discussing the economy. I would hope the folks here will keep the focus of this thread on the semi industry or how macro-economic issues are affecting the SCE sector's future. Discussing the structural problems with the US economy seems like a point for another thread but I'll leave this to the others who may wish to respond and add their points of view. One issue you brought up in a prior post, Lizzie, was institutional investors. Mutual funds, hedge funds, pension funds, and quite a few other areas make up what could be termed institutional money. This would encompass much, much more then just IRAs, 401Ks and Employer pensions. A substantial portion of institutional money would be classified as "old" money or estate investments from all over the world. To blame the current state of the US stock market on 401Ks or the lack of high paying jobs would be a mistake, imo. There are many reasons why the stock markets are having a difficult time, too many to list without us getting away from the thread's purpose. Your point about the cost of drugs is one of a hundred (if not a thousand) issues which are facing not only the US but the entire world. I think we all agree that the US could stand to see our politicians quickly "deal" with more of these issues but we have always tried to limit political discussions on this thread. I hope this post is read in the light it was intended, not to tell others what to write but as an attempt to limit the focus to a more narrow (and hopefully more fruitful) discussion which will have at it's core, the SCE industry as the primary reference point.

To: Lizzie Tudor who wrote (31831)	8/1/2006 3:23:32 PM
From: willcousa	Respond to of 95610

You were talking about high-tech software jobs and it occurred to me that a lot of jobs of that nature were created by the bubble and should not have existed in the first place. If we all refuse to buy drugs from Genentech then they will go out of business and that will show them good. When they quit developing new drugs then we won't have to feel bad about not being able to afford them. I have the same problem with that Bentley sports car and hope people boycott them too.