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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: mishedlo who wrote (259965)	9/11/2003 12:34:09 PM
From: MythMan	Read Replies (1) of 436258

>>12:31PM Buy dips in Semis, profit leverage underestimated -- Wedbush Morgan : According to Wedbush Morgan, macroeconomic and industry fundamentals suggest a cyclical recovery lasting into 2005 and that profit leverage is underestimated. Firm also believes that management caution in capital spending creates a potential capacity shortage by mid 2004, leading to the next boom in profitability. From a valuation perspective, believes that street EPS estimates are simply too low for 2004, rather that valuations being too high. Firm suggests that investors overweight the sector and buy short-term dips. Firm's current favorites among the various segments are: INTC, MXIM, XLNX, MRVL, and TXN.<<

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