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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (8620)	10/5/2000 4:43:43 AM
From: Dale Stempson	Read Replies (1) \| Respond to of 10921

RE: "PC Demand Sending Mixed Signals" Michael, Interesting article, thanks for posting it. Now we have more "mixed signals" with Dell warning and Micron beating estimates. Reaction in today's tech sector should be interesting to watch. __________ BTW, here's a couple of snips from a CBS.MarketWatch.com article (5:48 PM ET Oct 4, 2000): Prudential analyst Shekhar Pramanick elevated his rating on Novellus to "single best idea" in the group, replacing KLA-Tencor. and "We believe the recent pullback in the chip equipment stocks presents a buying opportunity." (Sue Billat, semiconductor capital equipment analyst at Robertson Stephens) Title: "Chips close up on Novellus rating hike" Link: cbs.marketwatch.com __________ Regards - Dale