Trend Setters and Range Riders 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.

Strategies & Market Trends : Trend Setters and Range Riders

MSFT 451.15

+1.6%

Jan 22 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Susan G who wrote (21282)	7/26/2002 12:31:15 PM
From: Sully-	Read Replies (1) of 26752

10:16 ET Deutsche Securities cautious on semi equipment names : In contrast to Goldman's semi equipment upgrade this morning (8:08), Deutsche Securities issued a more cautious outlook before the open; firm says stocks have moved from "expensive" to "reasonably valued", but still not "washed out"; analysis suggests 30-40% more downside until "back up the truck" levels that are irrespective of fundamentals (exceptions are BRKS and CMOS, which are trading below trough levels); also, checks suggest substantial falloff in month of July and capex cuts seem to be accelerating and coming in larger chunks.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next