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

To: Gottfried who wrote (2817)4/17/2002 5:38:15 PM
From: Return to Sender  Respond to of 95456
 
FWIW: I think that is just a little bit of over highlighting the fear of an even worse than expected IBM earning's report. I see the stock up $2.50 in after hours now.

We could easily see a little more profit taking in the market over the next couple of days but by Monday we are likely to get one more big rise. Especially for the SOX.

Greenspan is in no hurry to raise interest rates. That's good news.

Most of the SOX components and related semiconductor stocks are meeting and beating numbers. Some like LRCX are raising guidance.

In general things are better off than I had feared.

RtS



To: Gottfried who wrote (2817)4/17/2002 8:21:30 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 95456
 
I don't think charts are necessary.

I think valuation perspective may be gained by comparing current prices, revenues, and earnings and their move up in this cycle to the bubble peaks achieved in 2000.


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