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

To: Sam Citron who wrote (57670)12/18/2001 9:15:12 AM
From: advocatedevil  Respond to of 70976
 
7:42AM DBAB on Semi Equipment : DB Alex. Brown cautious on semi equipment makers, initiates 2003 ests for group about 25% below consensus; forward expectations are still too high, as even optimistic projections suggest wait could be 3 qtrs. Firm favors back-end names such as LTXX and TER, which have superior leverage in an upturn; raises price target for TER to $37 from $32.

quote.yahoo.com

AdvocateDevil



To: Sam Citron who wrote (57670)12/18/2001 9:20:16 AM
From: advocatedevil  Read Replies (1) | Respond to of 70976
 
RE: "But I fully expect to watch you continue to cast your net tomorrow much the same way as today. A long play to start the day, then a series of shorts."

Good idea - I just might do that! <g>

AdvocateDevil


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