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

To: Stoctrash who wrote (10555)	5/10/2001 11:37:53 AM
From: John Pitera	Respond to of 15481

not all the street firms are bullish on chips today....2 dissents-- 09:58 ET Semi False Start : CSFB does not agree with Morgan Stanley's call on semiconductor equipment stocks; does not believe that Capex levels support a turn in the business, citing data from both Asia and the US. CSFB says it would be a seller of the group into strength. 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.