Trading with Jerry Olson(OJ) Message Board

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Strategies & Market Trends : Trading with Jerry Olson(OJ)

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To: Jerry Olson who wrote (1079)	6/18/2003 12:20:56 PM
From: 2MAR$	Read Replies (1) of 1617

So Abbey Joe is loading up on the semi's on "da" dips ...she would't dump on us , would she ?;-) I was seeing too much strength in those birds to feel comfortable shorting them before. Goldman Sachs comments on Semi Equip Book-to-Bill May book-to-bill of 0.89 was below the Goldman Sachs 0.91 estimate and slightly above the Street estimate of 0.88. Following the report, Goldman Sachs is reiterating its Attractive coverage view on group and believes that 6-9 month investors should be overweight the group due to increasing signs of cyclical growth beginning in Q3 and still reasonable valuations as per firm's normalized free cash flow based analysis. "normalized cash-flow basis" "? ah the poetry of finance ... someday give a class in how to filter that OJ hehe

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