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

To: Robert Douglas who wrote (9491)	2/8/2001 12:56:30 PM
From: semi_infinite	Respond to of 10921

from Merrill Lynch: Advanced Energy (AEIS; $26; D-3-1-9) 01E $2.00 • AEIS reported 4Q00 EPS of $0.61 vs $0.51 Q/Q and $0.27 Y/Y. This was above our estimate and consensus of $0.57 and $0.58 respectively DUE TO LOWER TAX RATE. Revenues were $2 million below our estimate. At a normal tax rate EPS was $0.58. • The outlook is for a 16-20% decline in revenues and EPS to be cut in half in the first quarter. This is a bit weaker than we would have thought given that comparable companies are seeing about 10% declines for the quarter. AEIS supplies the majority of power supplies to AMAT, LRCX, NVLS, etc. so is often looked at as a precursor to business trends at these companies. • The conference call begins at 9:30 am ET. (B. Hodess)

To: Robert Douglas who wrote (9491)	2/8/2001 2:54:26 PM
From: Math Junkie	Read Replies (1) \| Respond to of 10921

Re: It's when people are boasting about "buying another 1,000 XYZ" that it's time to head for the hills. It is true that there is always a great deal of bullishness at major highs, but the appearance of such posts is not much help in timing one's stock sales, because you will typically see them throughout any long period of upward momentum. For example, here is someone who added to his AMAT position in the 28 to 30 range (split-adjusted) in May of '99, after it had gone up by about 150%: Message 9603921 That post was about as bullish as you can get. Over the next ten months, the stock roughly quadrupled, and even after the past year's devastating weakness, he is still in the black on that purchase. chart.yahoo.com