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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (36089)	2/5/2002 3:02:33 PM
From: Johnny Canuck	Read Replies (2) \| Respond to of 68247

Goldman Tech Conf (Day 1) : -- Before Open -- Goldman takeaways (1) DOX mgmt indicated sales activity has accelerated and EPS growth is on track for 20%+; Goldman believes the 10% decline in DOX shares yesterday is a buying opportunity (2) CEFT has created a new business leg - risk mgmt - which should enhance its growth profile (3) EDS appears on track to meet expectations (4) SAPE appears well-positioned for a recovery; Goldman believes this may be the time to refocus on SAPE shares because the issues that hurt 2001 now seem to be behind the company; valuation is attractive (5) LRCX mgmt is more comfortable with their order book for calendar Q1 than they were on their call just two weeks ago after returning from recent Asian customer visits.