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

To: Return to Sender who wrote (1338)12/4/2001 9:10:41 AM
From: Donald Wennerstrom  Read Replies (2) | Respond to of 95639
 
RtS, I agree with you - AMAT looks like the best of the bunch to me. Disclosure, I am also long AMAT.

Don



To: Return to Sender who wrote (1338)12/4/2001 10:43:32 AM
From: Gottfried  Read Replies (1) | Respond to of 95639
 
RtS, re >Firm believes that the best leading indicator for cap spending is YoY change in IC revs, where comps have stopped getting worse and should turn positive in Q2 2002 (following positive bookings in Q1).<

True - but you must believe. :) suite101.com

G.


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