Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (35647)	7/7/2000 10:46:15 AM
From: Proud_Infidel	Respond to of 70976

Tony, What do supply of capacitors have to do with semiconductors' supply and demand? Like taking evidence of a change in corn futures and applying it to soybeans, or something And these are the well-paid people responsible for disseminating data, valuing companies and supposedly creating an efficient market. Efficient market my arse. BK

To: Tony Viola who wrote (35647)	7/7/2000 1:30:57 PM
From: Proud_Infidel	Respond to of 70976

Tony, Apparently Fitzgerald is not talking to the semi execs<see Bolded> And why would you put out a Buy on stocks which you suggest moving to an underweighting?!?!<again, see bolded> Chip gear companies ready for expo By Janet Haney, CBS.MarketWatch.com Last Update: 12:43 PM ET Jul 7, 2000 NewsWatch Latest headlines SAN FRANCISCO (CBS.MW) -- Semiconductor equipment shares rose Friday, after Banc of America Securities started coverage on nine companies in the sector, just ahead of an industry exposition. The Philadelphia Semiconductor Index ($SOX: news, msgs), a key barometer of 16 chip and chip equipment stock movement, was lifted by 3.5 percent in recent trading. The Index is still well off its all-time high of 1,332.73, set on March 10. Banc of America Securities began coverage on nine semiconductor gear companies with “buy” ratings right before the much-anticipated SEMICON West exposition in San Francisco and San Jose, Calif. next week. The trade show and conference is expected to yield product announcements from Novellus (NVLS: news, msgs), Applied Materials (AMAT: news, msgs), Honeywell (HON: news, msgs) Specialty Chemicals, as well as others. Analyst Mark FitzGerald initiated coverage on such chip equipment heavy hitters as Applied Materials, KLA-Tencor (KLAC: news, msgs), Lam Research (LRCX: news, msgs), Novellus, Asyst Technologies (ASYT: news, msgs) and four others. Responding to the news, KLA-Tencor shares jumped nearly 8 percent to 54 29/32 and Teradyne advanced 5 1/16 to 80 3/4. But FitzGerald was somewhat cautious about longer-term fundamentals. “The risk is increasing that current fundamentals are not sustainable more than 6 to 12 months out,” FitzGerald also wrote in research note. “We recommend moving to an under weighting in the group during periods of strength.” Meanwhile, Motorola (MOT: news, msgs) will report its second-quarter earnings on July 12. Analysts surveyed by First Call expect the tech giant to earn 23 cents a share. Programmable logic device maker Altera (ALTR: news, msgs) is expected to release its second-quarter results on July 13, with a consensus view of 44 cents per share.

To: Tony Viola who wrote (35647)	7/7/2000 1:32:22 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Tony, Apparently Fitzgerald is not talking to the semi execs such as those of TSMC or Intel<see Bolded> And why would you put out a Buy on stocks which you suggest moving to an underweighting?!?!<again, see bolded> Chip gear companies ready for expo By Janet Haney, CBS.MarketWatch.com Last Update: 12:43 PM ET Jul 7, 2000 NewsWatch Latest headlines SAN FRANCISCO (CBS.MW) -- Semiconductor equipment shares rose Friday, after Banc of America Securities started coverage on nine companies in the sector, just ahead of an industry exposition. The Philadelphia Semiconductor Index ($SOX: news, msgs), a key barometer of 16 chip and chip equipment stock movement, was lifted by 3.5 percent in recent trading. The Index is still well off its all-time high of 1,332.73, set on March 10. Banc of America Securities began coverage on nine semiconductor gear companies with “buy” ratings right before the much-anticipated SEMICON West exposition in San Francisco and San Jose, Calif. next week. The trade show and conference is expected to yield product announcements from Novellus (NVLS: news, msgs), Applied Materials (AMAT: news, msgs), Honeywell (HON: news, msgs) Specialty Chemicals, as well as others. Analyst Mark FitzGerald initiated coverage on such chip equipment heavy hitters as Applied Materials, KLA-Tencor (KLAC: news, msgs), Lam Research (LRCX: news, msgs), Novellus, Asyst Technologies (ASYT: news, msgs) and four others. Responding to the news, KLA-Tencor shares jumped nearly 8 percent to 54 29/32 and Teradyne advanced 5 1/16 to 80 3/4. But FitzGerald was somewhat cautious about longer-term fundamentals. “The risk is increasing that current fundamentals are not sustainable more than 6 to 12 months out,” FitzGerald also wrote in research note. “We recommend moving to an under weighting in the group during periods of strength.” Meanwhile, Motorola (MOT: news, msgs) will report its second-quarter earnings on July 12. Analysts surveyed by First Call expect the tech giant to earn 23 cents a share. Programmable logic device maker Altera (ALTR: news, msgs) is expected to release its second-quarter results on July 13, with a consensus view of 44 cents per share.