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

To: Kirk © who wrote (43745)	3/15/2009 12:40:33 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95616

Kirk, thanks for the charts. A very nice comparison of the 02 era compared to where we are today. There are similarities and there are differences. As you point out, <<Bottoms are never the same>> Also, the general business conditions are not the same between the bottom areas. In the present, business has a long way to go to recover to past performance. It may take several years to happen, if so, there will be recovery, but the upward move of the cycle might be quite muted compared to past recoveries. I'm sure we have some surprises in store for us as this cycle starts to move upward. Speed and strength are as yet unknown. Don