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Strategies & Market Trends : News Links and Chart Links
SPXL 220.09-3.3%Dec 12 4:00 PM EST
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To: Gottfried who wrote (4957)1/21/2003 8:45:40 AM
From: J_K   of 29603
 
I read that on another thread:

Salomon Smith Barney raises their sector weighting on semi equipment to Overweight from Mkt Weight, citing the following factors: INTC's capex reduction now reflected in stock prices; firm believes Q1 orders to still be up 5-15%, setting conditions for equipment stocks to move higher; and 2003 spending budgets in general support 5-10% annual growth. Top picks are AMAT, ACLS, and LRCX

Regards,
Jürgen
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