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

To: Donald Wennerstrom who wrote (1895)2/10/2002 1:49:33 PM
From: Return to Sender  Read Replies (1) | Respond to of 95953
 
Any idea how long the Enron hearings will last Don?

biz.yahoo.com

I'm thinking maybe 1700 on the Nasdaq as a potential bottom although it could go lower.

stockcharts.com[h,a]daclyyay[pb50,200!d20,2][vc60][iUb14!Uk14!La12,26,9]&pref=G

AMAT will have good earnings in my estimation but their outlook will be even more important. There are not many companies coming through with tremendous sounding guidance.

I do believe that by the time the next semi book-to-bill numbers are announced (they should show improvement) that another short term bottom will be in allowing a relatively safe opportunity for us to profit from trading the range.

RtS



To: Donald Wennerstrom who wrote (1895)2/11/2002 4:52:17 PM
From: Crossy  Read Replies (1) | Respond to of 95953
 
Don,
I see this "Enron" saga just as an excuse to go short. A "nicely" induced panic. I just do hope that some of those shorting bozos will have a hard time covering their positions once the public realizes that this is not a general problem "embedded" in the foundations of the world economy but rather just another bankruptcy, albeit a larger one..

rgrds
CROSSY


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