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Strategies & Market Trends : Three Amigos Stock Thread

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To: Ditchdigger who wrote (27621)	12/20/2001 7:58:04 PM
From: Sergio H	Read Replies (2) of 29382

Good move going x semis, Ditch. From Briefing.com: 6:15PM Semi Equip Book/Bill : The Semi Equipment and Materials Intl's semi equipment book/bill ratio rose to 0.73 in November from 0.72 in October, close to most market estimates. However, the actual level of bookings fell to $612.3 mln from $647.1 mln (shipments fell at a faster clip). This is a new low for the cycle and calls into question the assertion that the industry hit bottom in Q3. Looking at wireless sector, PALM's report last night wasn't bad. There's reason for optimism there. RIMM's report tonight missed slightly on revenues, but they backed up the report with a new deal with NXTL. Worth watching. Don't know how the deal affects MTNT for anyone still holding... or better said, if MTNT services will be included in NXTL deal. MTNT now at bottom of trading channel. I'll look to bail if the trading channel breaks down. Another interesting wireless play is ERICY. I believe they're likely to win a huge contract with the number one wireless carrier when Verizon Wireless decides to go to TDMA. There's an opening in Argentina for Presidente. I don't know what the life expectancy of the position is otherwise I would consider it. Vote for me Argentina!!! There's a few things that haven't been tried that I would like to experiment with. Making everything in Argentina more valuable and distributing that value so that everyone had a stake and would be an active participant in an effort to create more commerce. Sergio

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