Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (539)	5/10/2001 7:07:52 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95743

RtS, <My take is that they were unloading on the unsuspecting today in the knowledge that they will be buying again 4 to 6 weeks from now at much lower prices. Just my opinion!> My sentiments exactly! I was thinking the same thing myself today as I read the news item. Don

To: Return to Sender who wrote (539)	5/10/2001 7:20:13 PM
From: Gottfried	Read Replies (1) \| Respond to of 95743

RtS, please tell us about it >if it actually unfolds as I suspect it will from my charting.< Gottfried

To: Return to Sender who wrote (539)	5/10/2001 7:59:25 PM
From: scott_jiminez	Respond to of 95743

My take is that they were unloading on the unsuspecting today in the knowledge that they will be buying again 4 to 6 weeks from now at much lower prices. My take is that your response is based on an unbiased reading of the current terrible state of the equipment sector. My impression is that this majority view is noteworthy for its similarity, in the opposite direction, to the response to John Joseph's call of the top last summer. To wit, a typical response last summer was: My take is that they (John Joseph et .al) were buying up from the unsuspecting today in the knowledge that they will be selling again 4 to 6 weeks from now at much higher prices. The fact is that tops and bottoms occur at the most unsuspecting times. And the more disbelief that is voiced at the call, the more likely the validity of the analyst's perception. [BTW the list given in a earlier post of the MSDW upgrades was incomplete. Here is the complete group: AMAT, ASML, EGLS, KLAC, KLIC, LRCX, LTXX, NVLS, TER]