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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: oldirtybastard who wrote (87367)3/29/2001 9:57:38 AM
From: Earlie  Read Replies (1) of 436258
 
ODB:

Another reduction of cap ex by a chip maker you say? (g)

And yesterday, a couple of renegade analysts actually reduced their expectations for semi equipment makers. Oh, no.

The noose slowly tightens on the trapped funds supporting "On-the-mat"...... er..... AMAT and Nautilous...... er....... Novellus.

Few stocks represent as sure a downside bet to me as do the chip equipment producers. "Core" says it all.

Best, Earlie
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