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Strategies & Market Trends : Galapagos Islands

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To: Oral Roberts who wrote (13897)	11/21/2002 8:25:04 AM
From: Techplayer	Read Replies (1) of 57110

08:20 ET BofA would not chase semi equipment rally : Banc of America says that sharp declines in chipmakers' profitability due to excess capacity and a collapse in pricing suggests a slow recovery in capex investments; believes the trajectory and size of the semi equipment industry recovery will fall short of the cycles in the 1990s, and the current rally seems to be discounting much of the potential good news of the next several years; firm does not advocate chasing the current rally. These people have their careers in mind. A little sensibility never hurt anyone. I am doubtful that it will help. The market has its' blinders on to the reality of the situation...

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