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Strategies & Market Trends : MDA - Market Direction Analysis
SPY 689.100.0%Jan 23 4:00 PM EST
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To: Zeev Hed who wrote (76734)5/10/2001 9:15:08 AM
From: Boplicity  Read Replies (1) of 99985
 
<<08:20 ET Solly on Semis : Salomon Smith Barney says evidence of a bottom in the equipment sector and up the foodchain is becoming apparent in the March-June timeframe. At the first day of the firm's Semiconductor Conference equipment companies reiterated guidance across-the-board. Thinks investors should use dips to establish positions.08:09 ET Advanced Micro (AMD) 28.15: CSFB starts coverage with a BUY rating; says the PC market is increasingly driven by the best combination of cost and performance, this is precisely what AMD offers. Never before has AMD been able to truly go toe-to-toe against Intel in both technology and pricing and come out not only unscathed, but in a stronger position than before.

07:55 ET Chip Equipment Companies : Hearing from sources at Morgan Stanley that firm is upgrading large-cap semiconductor capital equipment companies; firm said to raise AMAT, KLAC, ASML, LRCX, NVLS, TER to STRONG BUY from Outperform... Firm feels that train has left the station and recent pullback creates a buying opportunity; sees upside of 40% or more over next 12-18 months.>>

The key words Zeev, is "buying opportunity". I beginning to believe most SI'rs have bad case of traditist due the volatility and forgotten about how to understand long term moves in the market.

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