Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Donald Wennerstrom who wrote (3080)	5/8/2002 6:04:37 PM
From: Return to Sender	Read Replies (3) of 95487

Semiconductor Stocks Raising Guidance: ACLS ALTR ARXX BHE CHPC CHRT CLTK CRUS CYMI ELNT EMKR ESST FCS IDTI ISIL JBL KLIC KOPN LLTC LRCX MCHP MCRL MKSI NSM NVDA NVLS PSEM PSIT PWER QLGC RFMD SLAB SMTL SSTI TER TXN VSEA XLNX ZRAN finance.yahoo.com Added tonight was CLTK. The List includes some semiconductor related issues. I haven't seen so much "green" in a long time. Today was the kind of rally that usually does see some strong follow through. A couple more up days would not be hard to imagine. We seem to have seen a number of short sharp rallies the last six months but lately the SOX really did break down. Yes we are back firmly above 500 on the SOX but do you think we can get the NASDAQ above 2000 on this CSCO news? Unfortunately the news that sparked the rally really was not all that good. As for today I can find no semiconductors that traded downward except for a handful of very thinly traded issues. Here is the SOX Components/One day delay: finance.yahoo.com^SOXX+ALTR+AMAT+AMD+BRCM+INTC+KLAC+LLTC+LSCC+LSI+MOT+MU+MXIM+NSM+NVLS+TER+TXN+XLNX&d=c&k=c3&t=3m&a=r14&p=b%2Cv&l=on&z=m&q=c The Wennerstrom Semi Equip Group/One day delay: finance.yahoo.com^SOXX+QQQ&d=c&k=c3&a=r14&p=b,v&t=3m&l=on&z=m&q=c In truth it's obvious to me we have seen the worst for the industry. We will see more dollars likely put into play in the next couple of sessions by investors who fear they will miss the rally. Short covering will end soon though and then we will run into fears about overvaluations again. We are nearly done with earnings season. Does anyone really think AMAT's earning's report can spark the kind of rally we had today? Color me doubtful. RtS

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next