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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: mt_mike who wrote (52019)	5/24/2002 10:44:24 AM
From: Jim Willie CB	Read Replies (1) of 65232

chip equipmt stock downgrades bodes poorly for techs wasnt it just 2-3 weeks ago that Criminal Brokerage Houses were touting such stocks as ApplMaterials, Novellus, et al? AMAT came out with better than expected news, but unclear decent forward guidance I thought the entire chip sector is about to suffer severe hits from Asian price cuts and new equipment outside Intel's efforts were all stalled I suppose AMAT, NVLS are front scouts for the 2ndHalf Recovery annual nonsense they will promote a recovery each and every year until they get it right sometime in 2-4 years are the Houses selling 2-3 weeks ago on good guidance? and buying now on bad guidance? OR ARE HOUSES EXTREMELY CONFUSED? I believe they are confused, hopeful, desperate, and no longer credible chip equips are the leading edge of the leading chip sector and full of bigtime risk as a result Ned Reilly of StateStreet this morning said on CNBC "I cannot believe these brokerage house analysts still have any credibility left" sharp guy, gotta love that Boston accent / jim

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