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

To: Paul Kern who wrote (9712)	5/23/2001 12:07:30 AM
From: Tom Hua	Read Replies (2) \| Respond to of 19633

Paul, if the amateur poll holds up, markets will be standing on shaky ground. So far: 4 for switch 0 for stay Regards, Tom

To: Paul Kern who wrote (9712)	5/23/2001 8:34:41 AM
From: Tom Hua	Read Replies (1) \| Respond to of 19633

08:31 ET Semi Equipment : Bear Stearns' Ripple Effect says that book-to-bill of 0.42 in April will likely disprove the view that the worst is behind us, and notes that the NVLS mid-qtr update is May 31 and that there may be some risk to estimates. An alternative view comes from ABN AMRO, which cheers the terrible book/bill number as evidence that the bottom in orders will come in Q2, a quarter earlier than expected; reiterates BUY ratings on NVLS, AMAT, LRCX, KLAC, CYMI and ups price targets by 25% on average.