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Strategies & Market Trends : The Thread -- Ignore unavailable to you. Want to Upgrade?


To: BarbaraT who wrote (7411)7/20/2000 3:59:23 PM
From: BarbaraT  Read Replies (1) | Respond to of 49816
 
Ian - not all my trades so smart .. outsmarted myself and sold half (100 shs) EXDS at 56 1/2 thinking I might be able to buy it back cheaper. At least I didn't sell it all!!!



To: BarbaraT who wrote (7411)7/20/2000 4:01:47 PM
From: kathyh  Read Replies (1) | Respond to of 49816
 
hi barb...amat, this might be the culprit... fred posted earlier...

kathy :)

To: stan s. who started this subject
From: Frederick Langford Thursday, July 20, 2000 3:42 PM ET
Reply # of 7411

ALERT
14:06 ET Book-To-Bill : DLJ sees US semiconductor equipment book-to-bill declining from 1.30 in May to 1.26 in June when number is released late tonight. Firm believes that the equipment stocks have already discounted slower bookings growth and looks for multiples in the sector to expand over the next 2-3 months. Favorite stocks are CMOS, TER, AMAT and LRCX..