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Strategies & Market Trends : The Amateur Traders Corner -- Ignore unavailable to you. Want to Upgrade?

To: Paul A who wrote (9215)	5/10/2001 10:08:53 AM
From: Tom Hua	Respond to of 19633

Paul, EXTR in the red and weakening while everything else is in the green. Hopefully it's heading to Needham's target of $22. 10:08 ET Goldman: Train Has Not Left Station : Commenting on this morning's call on semiconductor equipment stocks by Morgan Stanley, Goldman Sachs says that there is near-term downside risk as the bar has been raised for the group with comments by LRCX and NVLS that orders would tick up sequentially this qtr; thinks it as at least 50/50 that uptick doesn't occur and the stocks will react negatively... Sees upside over a 12-18 month period, but does not believe that the train has left the station; would not chase this move. Regards, Tom