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Technology Stocks : Semi Equipment Analysis
SOXX 301.15-1.2%Dec 31 4:00 PM EST

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To: Donald Wennerstrom who wrote (13475)2/22/2004 9:38:36 PM
From: Gottfried  Read Replies (2) of 95656
 
Don, still reading the old AMAT thread. 3 days before the peak...

This is from MSN's Jubak.
"For example, I'm going to look for an exit in Commerce One (CMRC, news, msgs), because the fundamentals of
the business-to-business (B2B) sector are deteriorating. And I'm going to add a position in Applied Materials
(AMAT, news, msgs) in Jubak's Picks with this column because of the fundamental long-term strength in the
chip-equipment sector"


siliconinvestor.com
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and Apr 7.2000 [day of peak]

MW 09:35 APPLIED MATERIALS PRICE TARGET RAISED TO $130 FROM $110 AT THOMAS WEISEL PARTNERS

Message 13373742
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