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

To: Return to Sender who wrote (2427)3/26/2002 10:55:22 PM
From: advocatedevil  Read Replies (1) | Respond to of 95572
 
RTS, I do a little semi trading myself and I would certainly agree with your comment: "...please do not underestimate the power of trading with the index associated with any stock you own." It's an absolutely essential indicator IMO, FWIW.

AdvocateDevil



To: Return to Sender who wrote (2427)3/27/2002 10:28:41 AM
From: Cary Salsberg  Respond to of 95572
 
RE: "RFMD and TQNT"

In a 12/10/2001 Semi survey, Merrill Lynch lists the following revenue info:

CY00A CY01E CY02E CY03E
365 323 445 605 RFMD
461 345 315 427 TQNT

I happened to check for an update (on all the semis they follow), yesterday, but they didn't seem to have one.


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