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


To: Crossy who wrote (2560)4/1/2002 4:00:41 PM
From: Return to Sender  Read Replies (1) | Respond to of 95652
 
Boy the SOX stepped right up and took the lead this afternoon just as I hoped it would. My read continues to suggest that we will have a strong week ahead:

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

The upper Bollinger Band on the SOX is now at 629.90. We should hit it this week and hopefully run higher as many of the SOX components remain well below overbought status.

From Briefng.com: 3:00PM : Semiconductors (SOX 609.13 +13.89) are making an impressive move this afternoon. The SOX is at its highest level in two weeks. The Semiconductor Industry Association reported that industry revenue in Feb declined, but posted the best YoY comparison since April 2001. Robertson Stephens believes that this indicates a dramatic amount of inventory has been cleared from the channel. Also, Banc of America upgraded AMCC +9% and PMCS +9%. Also strong are ANAD +7% and XLNX +5%....Storage stocks are making impressive move higher after a weak open: MCDT +7%, BRCD +6%, QLGC +5%...

Anyway, I think you should do well with your new additions Crossy especially if good earnings reports begin to filter in next week. At that time second tier companies that have been overlooked could become the best percentage gainers.

Good luck with TGAL, TXCC and all your other holdings:

finance.yahoo.com^SOXX&d=t

RtS



To: Crossy who wrote (2560)4/1/2002 8:58:34 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 95652
 
RE: "TXCC is trading below book value."

Net assets (book * shares) = $252,440,000

Tangible net assets = $196,330,000

Deferred Long Term Asset Charges (largest component of tangible net assets) = $73,628,000

What is "Deferred Long Term Asset Charges"?