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Technology Stocks : Semiconductor and Semi-Equipment Analysts - Their Calls -- Ignore unavailable to you. Want to Upgrade?

To: FJB who wrote (67)7/28/2000 10:04:37 PM
From: Proud_Infidel  Respond to of 195
 
You made the Hot Subjuects list with practically no posts for several days! I think many people are being referred here to read #68, a very well-thought out composition on why we may be seeing a longer upcycle than may expect:-)

StockTalk | Hot Subjects | New Subjects | StockTalk Search
As of Friday, July 28, 2000 10:00 PM ET
Subject Replies Latest Forum Hot Score*
Qualcomm(QCOM) -> SpinCo 52 9:24 PM Communications 944%
COLOR TEST THREAD 1.2 147 9:50 PM Bookshelf 276%
Moderated AMD thread 2841 9:57 PM Semiconductors 226%
Nokia (NOK) 6680 9:05 PM Communications 217%
Stock Attack -- A Complete Analysis 26223 8:22 PM Market Trends and Strategies 202%
The Thread 8370 6:45 PM Short-Term Traders 197%
RMBS - RAMBUS Eagle or Penguin 48227 9:52 PM Semiconductors 183%
Luminent, Inc. (LUMN) 4 9:15 PM Communications 180%
E*TRADE IPO Alert - Y2K and Beyond (EGRP) 6278 8:39 PM Initial Public Offerings 165%
Angels of Alchemy 6724 9:21 PM Short-Term Traders 158%
AVCI 6 6:09 PM Communications 150%
I'm Against the INSP/ GNET Merger 1 7:46 PM Web/Information Stocks 120%
Steve's Channelling Thread 3795 9:23 PM Market Trends and Strategies 114%
Illumina (ILMN) Optics for Genomics 3 9:43 PM Biotechnology 110%
Cisco 141 7:42 PM Communications 110%
Corvis Corporation CORV 22 1:06 PM Web/Information Stocks 110%
Nortel Networks (NT) 6347 9:28 PM Communications 108%
Market Gems:Stocks w/Strong Earnings and High Tech. Rank 110267 9:41 PM Short-Term Traders 105%
Gorilla and King Portfolio candidates 29082 8:22 PM Market Trends and Strategies 86%
Juniper Networks - JNPR 1449 6:47 PM Communications 80%
Rande Is . . . HOME 30801 9:42 PM Short-Term Traders 78%
Liberty Satellite & Technology Inc. - LSATA 5 10:27 AM Communications 75%
The Moderated Qualcomm Thread 1567 9:32 PM Communications 72%
24 8:30 PM Biotechnology 70%
DPW a baby PWER? 3 4:50 PM Miscellaneous (Technology) 70%
RF Micro Devices (RFMD) 3228 3:16 PM Semiconductors 70%
AMAZON.COM (AMZN) 106706 9:12 PM Web/Information Stocks 66%
Qualcomm - Coming Into Buy Range 78068 9:51 PM Communications 65%
Vishay Intertechnology 277 2:58 AM Semiconductors 65%
* Trading the SPOOs with Patrick Slevin! 6195 9:43 PM Short-Term Traders 65%
IMAT - ultrafast tomography for coronary artery disease 3556 10:44 AM Medical Devices 65%
Virata Corporation (VRTA) 69 11:40 AM Initial Public Offerings 65%
The Millennium Crash 5499 8:03 PM Market Trends and Strategies 65%
Network Appliance 3835 12:15 PM Computers 60%
17 6:15 PM Wild&Crazy Go2Net Test Area 60%
Semiconductor and Semi-Equipment Analysts - Their Calls 68 8:37 PM Semiconductors 60%
Time Domain - The new Wireless Medium 97 9:01 PM Miscellaneous (Technology) 60%
1% gains daily 2 1:02 AM Market Trends and Strategies 60%
Listing a New Tech company on TSE or NASDAQ? 25 2:09 PM Initial Public Offerings 60%
MWAV-M WAVE COMM 336 7:51 PM Communications 55%



To: FJB who wrote (67)7/28/2000 10:05:05 PM
From: Proud_Infidel  Respond to of 195
 
You made the Hot Subjuects list with practically no posts for several days! I think many people are being referred here to read #68, a very well-thought out composition on why we may be seeing a longer upcycle than many expect:-)

StockTalk | Hot Subjects | New Subjects | StockTalk Search
As of Friday, July 28, 2000 10:00 PM ET
Subject Replies Latest Forum Hot Score*
Qualcomm(QCOM) -> SpinCo 52 9:24 PM Communications 944%
COLOR TEST THREAD 1.2 147 9:50 PM Bookshelf 276%
Moderated AMD thread 2841 9:57 PM Semiconductors 226%
Nokia (NOK) 6680 9:05 PM Communications 217%
Stock Attack -- A Complete Analysis 26223 8:22 PM Market Trends and Strategies 202%
The Thread 8370 6:45 PM Short-Term Traders 197%
RMBS - RAMBUS Eagle or Penguin 48227 9:52 PM Semiconductors 183%
Luminent, Inc. (LUMN) 4 9:15 PM Communications 180%
E*TRADE IPO Alert - Y2K and Beyond (EGRP) 6278 8:39 PM Initial Public Offerings 165%
Angels of Alchemy 6724 9:21 PM Short-Term Traders 158%
AVCI 6 6:09 PM Communications 150%
I'm Against the INSP/ GNET Merger 1 7:46 PM Web/Information Stocks 120%
Steve's Channelling Thread 3795 9:23 PM Market Trends and Strategies 114%
Illumina (ILMN) Optics for Genomics 3 9:43 PM Biotechnology 110%
Cisco 141 7:42 PM Communications 110%
Corvis Corporation CORV 22 1:06 PM Web/Information Stocks 110%
Nortel Networks (NT) 6347 9:28 PM Communications 108%
Market Gems:Stocks w/Strong Earnings and High Tech. Rank 110267 9:41 PM Short-Term Traders 105%
Gorilla and King Portfolio candidates 29082 8:22 PM Market Trends and Strategies 86%
Juniper Networks - JNPR 1449 6:47 PM Communications 80%
Rande Is . . . HOME 30801 9:42 PM Short-Term Traders 78%
Liberty Satellite & Technology Inc. - LSATA 5 10:27 AM Communications 75%
The Moderated Qualcomm Thread 1567 9:32 PM Communications 72%
24 8:30 PM Biotechnology 70%
DPW a baby PWER? 3 4:50 PM Miscellaneous (Technology) 70%
RF Micro Devices (RFMD) 3228 3:16 PM Semiconductors 70%
AMAZON.COM (AMZN) 106706 9:12 PM Web/Information Stocks 66%
Qualcomm - Coming Into Buy Range 78068 9:51 PM Communications 65%
Vishay Intertechnology 277 2:58 AM Semiconductors 65%
* Trading the SPOOs with Patrick Slevin! 6195 9:43 PM Short-Term Traders 65%
IMAT - ultrafast tomography for coronary artery disease 3556 10:44 AM Medical Devices 65%
Virata Corporation (VRTA) 69 11:40 AM Initial Public Offerings 65%
The Millennium Crash 5499 8:03 PM Market Trends and Strategies 65%
Network Appliance 3835 12:15 PM Computers 60%
17 6:15 PM Wild&Crazy Go2Net Test Area 60%
Semiconductor and Semi-Equipment Analysts - Their Calls 68 8:37 PM Semiconductors 60%
Time Domain - The new Wireless Medium 97 9:01 PM Miscellaneous (Technology) 60%
1% gains daily 2 1:02 AM Market Trends and Strategies 60%
Listing a New Tech company on TSE or NASDAQ? 25 2:09 PM Initial Public Offerings 60%
MWAV-M WAVE COMM 336 7:51 PM Communications 55%



To: FJB who wrote (67)7/31/2000 5:01:46 PM
From: FJB  Respond to of 195
 
Salomon Smith Barney Expects Korean Bourse to Rebound Soon (Recommends purchase of semiconductor companies three weeks after sell recommendation?!)

Salomon Smith Barney Expects Korean Bourse to Rebound Soon
Salomon Smith Barney, a U.S.-based securities firm, forecast yesterday that Korea's stock market would rebound in the near future, telling investors it was the ``time to buy instead of sell.''

Though it would seem that the Korean stock market will continue to suffer from such unfavorable situations as fluctuating technology-related shares and the internal feud at Hyundai Group, these factors have already been fully reflected in the current stock prices, the U.S. brokerage said.

Consequently, present stock prices encourage the purchase of Korean shares on a long-term investment basis, it noted.

The brokerage advised investors to buy semi-conductor shares, including Samsung Electronics and Hyundai Electronics Industries, as well as healthy banks' shares, projecting that the Korean stock market would be buoyed on a long-term basis.

Judging that the peak of the Korean chip makers' business would be around the third quarter in 2002, it forecast that the recently decreasing price of dynamic random access memory or D-RAM chips would gain momentum for a rebound in the near future.

As a primary reason for the recent tumble of the Korean stock market, the U.S. brokerage opined that controversies over whether the semi- conductor and computer manufacturing industries had peaked sent the technology-related share prices on a freefall.

Further, the downgrading of Hyundai Group's credit ratings bothered the investors and brought heavily debt-ridden affiliates to light, it added.

The lagging restructuring process in both the corporate and financial sectors hit the already-sagging stock market hard, while the lack of transparency added downward pressures, it pointed out.


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