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

To: Donald Wennerstrom who wrote (9517)	3/8/2001 9:03:04 PM
From: Jerome	Respond to of 10921

Yep I was looking at the TER press release and trying to figure out 1) how bad business was for this quarter and 2) How far out the outlook was poor. That extra .25 cents added to this quarters earnings I believe was a one time event. With all this bad news arriving by the hour I find it difficult to rationalize that the bottom has been reached. Since most of us are playing with real money..... some caution would be in order or at least a planB. Regards, Jerome

To: Donald Wennerstrom who wrote (9517)	3/8/2001 9:24:10 PM
From: LemurHouse	Read Replies (1) \| Respond to of 10921

Seems like just about everybody has warned at least once, and naturally everyone is blaming the demand slowdown, excess capacity, etc... the general economic slowdown is always said to be at fault. There's litte doubt that we are in a slowdown, but at the same time I'm sure that some firms are using this to mask the fact that they are having execution problems or losing market share to the competition. Anyone on the thread have any views re who's lunch is being eaten, and by whom? AD

To: Donald Wennerstrom who wrote (9517)	3/13/2001 10:49:17 AM
From: Kirk ©	Read Replies (1) \| Respond to of 10921

New idea for data to chart/track It seems that the time to buy the companies is when they announce layoffs as sentiment is the most negative then (brutal, but that is why people hated Potter for buying when all were selling). I'm watching Cisco to see how this plays out as the SJ Merc had a HUGE spread on it and this week should see very negative sentiment for Cisco... but it bounced back above $20 today...Still watching. I wonder if it makes sense to track some companies announced layoffs in both total numbers and %of total employees? My guess is once they announce cuts greater than normal attrition (or reduced work weeks where all share) then the bottom line starts to get better even as earnings go flat as costs come down and investors will extrapolate the trend. I should put this in your thread but my list of subject marks is not working. Case in point. AMAT seems to have bottomed after it announced the reduced work week which I think is better than layoffs as most employees have stock options and might work full hours ANYWAY in R&D so they come out stronger in the end.