Pump's daily trading recs, emphasis on short selling Message Board

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Strategies & Market Trends : Pump's daily trading recs, emphasis on short selling

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To: Michail Shadkin who started this subject	5/10/2001 1:16:27 PM
From: allen menglin chen	of 6873

12:17 ET Merrill Also Cautious on Semi Equips : Merrill Lynch is the latest firm to come out on semiconductor equipment stocks; firm is not seeing any data points in the June quarter suggesting a turnaround; would be a seller of large-cap capital equipment names into strength. 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.

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