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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: mt_mike who wrote (52019)	5/24/2002 9:05:15 AM
From: Jim Willie CB	Respond to of 65232

no info on type of vacation but you reminded me of another aspect surveyed 62% said travel by car 18% said travel by plane 20% said travel by rickshaw / jim

To: mt_mike who wrote (52019)	5/24/2002 10:44:24 AM
From: Jim Willie CB	Read Replies (1) \| Respond to of 65232

chip equipmt stock downgrades bodes poorly for techs wasnt it just 2-3 weeks ago that Criminal Brokerage Houses were touting such stocks as ApplMaterials, Novellus, et al? AMAT came out with better than expected news, but unclear decent forward guidance I thought the entire chip sector is about to suffer severe hits from Asian price cuts and new equipment outside Intel's efforts were all stalled I suppose AMAT, NVLS are front scouts for the 2ndHalf Recovery annual nonsense they will promote a recovery each and every year until they get it right sometime in 2-4 years are the Houses selling 2-3 weeks ago on good guidance? and buying now on bad guidance? OR ARE HOUSES EXTREMELY CONFUSED? I believe they are confused, hopeful, desperate, and no longer credible chip equips are the leading edge of the leading chip sector and full of bigtime risk as a result Ned Reilly of StateStreet this morning said on CNBC "I cannot believe these brokerage house analysts still have any credibility left" sharp guy, gotta love that Boston accent / jim