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

To: Donald Wennerstrom who wrote (608)5/20/2001 11:44:11 PM
From: Jerome  Read Replies (1) | Respond to of 95761
 
My guess would be .56.... My reason being that the most recent conference calls of the companies I follow the outlook was gloomier than I had expected. Because the BTB is a three month average some distortions are built in.

I expect stocks in this group to finish 5% lower. For AMAT and NVLS that would only be two and one half dollars.

Now if these semi stocks rise in the face of all the bad news, then we know nothing about investing, and should consider a career selling bibles door to door.

Jerome :)



To: Donald Wennerstrom who wrote (608)5/21/2001 5:19:06 PM
From: Cary Salsberg  Respond to of 95761
 
I suppose a scenario of many months of BTB at 1.0 and all semi-equips losing money each month will drive the stock prices to the moon. NOT.


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