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

To: Gottfried who wrote (3444)6/6/2002 4:44:29 PM
From: The Ox  Read Replies (3) | Respond to of 95617
 
What I find a bit humorous about the INTC release is that they point to lower margins. Well, duh, you just cut prices across the board on your products. Usually, that means that you will have lower margins. So it took them a couple of weeks to figure that one out? LOL



To: Gottfried who wrote (3444)6/6/2002 10:11:17 PM
From: robert b furman  Read Replies (1) | Respond to of 95617
 
Hi G,

I agree!

May I ask your targets?

Mine are Cohu.Ltxx and Amat and Intel.

Might favor Intc and Amat first as liquidity helps one bail out easier the Ltxx and Then Cohu.

JMHO

Bob


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