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.

Strategies & Market Trends : Classic TA Workplace -- Ignore unavailable to you. Want to Upgrade?

To: AllansAlias who wrote (30091)	2/4/2002 7:51:51 AM
From: john722	Respond to of 209892

Do These Guys Read The Reports? DBAB Ups Semi-Equiptment to Strong Buy. Haven't they heard that the main companies who buy this equipment are cutting their Capex in 02? INTC alone by 1 Billion (only 1 billion in equipment and 1/2 billion in construction per their CEO on the last CC): From Briefing.Com: DBAB ups semi equipment group DB Alex. Brown raises rating on the Semi Equipment group, and upgrades AMAT, TER, and LTXX to STRONG BUY from Buy; the next two qtrs are likely to surprise to the upside, with checks indicating firmer backlogs into Q2, increasing shipment and order pull-ins (particularly foundry/DRAM), significant uptick in component buys from tester OEMs, and 300mm shipment slots focusing on Sept/Oct. Maintains Buy ratings on NVLS and BRKS.

To: AllansAlias who wrote (30091)	2/4/2002 9:24:08 AM
From: Shack	Read Replies (3) \| Respond to of 209892

Now we get the Olympics. Good time to be a sports fan. Anyone buying weakness this morning, besides me?