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Strategies & Market Trends : Steve's Channelling Thread

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To: Zeev Hed who wrote (15633)	5/10/2001 10:33:55 AM
From: Sam	Read Replies (1) of 30051

Has the "train left the station" or not? Morgan vs. Goldman, a battle of the titans: 10:08 ET Goldman: Train Has Not Left Station : Commenting on this morning's call on semiconductor equipment stocks by Morgan Stanley, Goldman Sachs says that there is near-term downside risk as the bar has been raised for the group with comments by LRCX and NVLS that orders would tick up sequentially this qtr; thinks it as at least 50/50 that uptick doesn't occur and the stocks will react negatively... Sees upside over a 12-18 month period, but does not believe that the train has left the station; would not chase this move. Briefing.com

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