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: Donald Wennerstrom who wrote (1315)	11/30/2001 12:16:42 AM
From: Gottfried	Read Replies (1) \| Respond to of 95383

Don, re >we are going to see some pullback<. Only until we don't.<G> Even if there are constant pullbacks, the time comes when the pull back is from 50 to 45 - not much help to those who wanted to buy lower than today's price. PnF charts are good for seeing that [even if you know nothing about PnF]. X's show advances, O's declines. To revert from X's to O's the price change has to exceed 3 'boxes' or 3 dollars in the case of AMAT. stockcharts.com Note that since Sept all pullbacks ended up higher that the previous one. The last column has 3 O's showing that today intraday price touched 40. Let me know if you already knew all that - I'm assuming most do not know PnF. I found out today that StockCharts now lets you chart ratios. AMAT:NVLS is an example of what you type in. stockcharts.com[w,a]wallyymy[de][pb10][vc60][iUb14!La12,26,9!Lf!Lc20!Ld20] I suppose the ma declining shows NVLS is gaining on AMAT. At 100 both stocks sell at the same price. Can you think of a use for this ratio? Gottfried

To: Donald Wennerstrom who wrote (1315)	11/30/2001 9:26:54 AM
From: Return to Sender	Respond to of 95383

8:26AM Genesis Microchip (GNSS) 58.20: Prudential ups price target to $70 from $59 and now sees Dec qtr sequential revenue growth of 15%, up from previous estimate of a flat qtr, and EPS of $0.32 from prior estimate of $0.27; says industry checks indicate company is benefitting by continued strong momentum in analog and dual-interface segments of the display processor market. 8:25AM Gapping Up/Down : DPII +54% (B-Week mentions as takeover play), NOVL +10% (tops estimates, guides higher), MCSI +9% (B-Week article), MCDTA +6% (started at BAS with a Buy and $30 target), IMDC +6% (guides higher, CIBC upgrades), NITE +6% (JP Morgan upgrade), ESPD +4% (electronic marketplace seen as play on Enron troubles)... Semi equip sector weaker after NVLS (-6%) issues cautious guidance: AMAT -3%, KLAC -3%. 8:18AM Intel (INTC) 32.32: Lehman analyst Dan Niles raises his Q4 EPS estimate to $0.10 from $0.08 (consensus: $0.09) and revenues to $6.8 bln from $6.6 bln; also ups 2002 estimate to $0.62 from $0.55 (consensus $0.57), cites higher average selling prices. Expects company to raise Q4 revenue guidance to high end of range and gross margin to 48% from 47% in qtrly update, but believes this is still a U-shaped recovery and that investors should sell into the Dec 6 mid-qtr update call. 7:17AM Novellus (NVLS) 41.60: Robertson Stephens downgrades to MKT PERFORM from Buy and lowers FY02 estimates to reflect firm's continued concern about share erosion and pricing weakness. FY02 est cut to $0.16 from $0.74. Firm raises price target to $46 from $37, expecting stk to move modestly higher as investors anticipate upturn in the group. finance.yahoo.com