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Technology Stocks : Semi Equipment Analysis

SOXX 333.30

+0.9%

Jan 13 4:00 PM EST

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To: Donald Wennerstrom who wrote (15216)	5/18/2004 10:19:12 AM
From: Kirk ©	Read Replies (1) of 95713

Too much good news from Agilent yesterday ... the market seems to have choked on it. Agilent opened up at $26.20 but is now 1.6% in the red at $25.11!!!! Big surprise on top line growh and words like these: "Agilent's businesses are clearly picking up, with virtually all of our major markets and all geographies gaining momentum," said Ned Barnholt, Agilent chairman, president and chief executive officer. "Orders and revenue were at their highest levels since early 2001. Operating earnings per share of 24 cents were near the top end of our guidance range -- three cents better than the first quarter and 39 cents above last year." just show no good news goes unpunished! ... probably a great opportunity here... I added yesterday to my newsletter position. This AM on CNBC: [excerpt from my newsletter email] Ed Barnholdt, CEO, was on CNBC. Said recovery has spread from semiconductor area last year into all their business sectors this year. He expects double digit growth rates into 2005. Expects end markets to grow 8-10% over next 3 to 5 years. He thinks they can out grow the markets overall and grow roughly in the 12 to 14% range over the next 3 to 5 years. Selectively hiring domestically and overseas in areas where they have several quarters of growth. Amazing how silly this market is. It nearly hit $39... just shy so I missed selling more.. which was a very high number, but $25 now seems silly... Kirk

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