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

To: The Ox who wrote (1919)	2/12/2002 10:42:02 AM
From: Return to Sender	Read Replies (1) \| Respond to of 95963

I agree Michael on EMKR. I tried it a few weeks ago and found out I was wrong. Took a loss. I have no position in the stock now but it does look like a good base is being formed now: stockcharts.com[h,a]daclyyay[pb50,200!d20,2][vc60][iUb14!Uk14!La12,26,9]&pref=G Like Crossy I think AXTI has a better chance of regaining profitability sooner. That does not mean EMKR could not prove to be a higher percentage gainer under the right conditions. Right now I am letting the cash I have sit safely awaiting AMAT's earnings and guidance tonight. I see FLEX is falling again today. I like it better than JBL and SANM if it falls back below 13. It is now at 17.86 so it has a way to go. stockcharts.com[h,a]daclyyay[pb50,200!d20,2][vc60][iUb14!Uk14!La12,26,9]&pref=G From Brieifing.com: 9:36AM Applied Materials earnings preview (AMAT) 44.98 -0.70: In pre-market note, SoundView previews this evening's earnings report. Firm expecting EPS of $0.02 on rev of $1.1 bln (consensus $0.00 and $1.0 bln). SoundView expects guidance to be key. Would be buying the stock into the quarter. 9:58AM Nasdaq Composite Intraday : -- Technical -- Index has been probing support in the 1818/1815 area (38% retrace of two day rally/congestion). Next supports are at 1809 (50% retrace) and 1800/1798. First level resistance is in the 1827/1830 area 9:55AM : The Dow and the Nasdaq both opened lower, then were met by more selling. Cautious comments from Nortel (NT 6.29 -0.55) are hurting the telecom eq/networking sectors. JNPR -5%, LU -5%, CIEN -4%....Healthcare is the strongest group thus far, although not up tremendously. OHP +2%, WLP +2%....Semi equipment stocks are weak ahead of Applied Materials (AMAT 44.65 -1.03) report after the bell. CYMI -8%, ASYT -5%.NYSE Adv/Dec 919/1559, Nasdaq Adv/Dec 853/1705 finance.yahoo.com^SOXX+IXIC&d=t RtS