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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: advocatedevil who wrote (55863)11/19/2001 11:19:21 AM
From: advocatedevil  Respond to of 70976
 
"CSFB widens Kulicke/Soffa loss view"

biz.yahoo.com

snip:

``We feel a Hold rating is still appropriate as equipment has yet to find a bottom and recovery is likely to be weaker than expected,'' he said in a research note. ``However as utilizations improve by mid-2002, we believe that secular outsourcing trends could result in better than expected growth late next year as capacity needs accelerate,'' he added.

AdvocateDevil



To: advocatedevil who wrote (55863)11/19/2001 11:38:15 AM
From: michael97123  Read Replies (1) | Respond to of 70976
 
AD,
Would you agree that if the equips dont breakdown today on these reports, we could get another leg up? Klac down 1.3, nvls 1.2 and amat 1.1 at this time. I have buy orders in at 35 to replace shares sold at 40. mike


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