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Strategies & Market Trends : Drillbits & Bottlerockets -- Ignore unavailable to you. Want to Upgrade?

To: Stoctrash who wrote (10487)	5/10/2001 9:22:30 AM
From: John Pitera	Read Replies (1) \| Respond to of 15481

everyone's in the chips this morning 07:55 ET Chip Equipment Companies : Hearing from sources at Morgan Stanley that firm is upgrading large-cap semiconductor capital equipment companies; firm said to raise AMAT, KLAC, ASML, LRCX, NVLS, TER to STRONG BUY from Outperform... Firm feels that train has left the station and recent pullback creates a buying opportunity; sees upside of 40% or more over next 12-18 months. 08:20 ET Solly on Semis : Salomon Smith Barney says evidence of a bottom in the equipment sector and up the foodchain is becoming apparent in the March-June timeframe. At the first day of the firm's Semiconductor Conference equipment companies reiterated guidance across-the-board. Thinks investors should use dips to establish positions.