SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Cary Salsberg who wrote (4120)7/18/2002 7:04:08 AM
From: RMP  Read Replies (1) | Respond to of 95442
 
The short list is not new and with close stops Harry Newton could turn positive after some good earnings reports. If AD can move over from the dark side so can H.N.



To: Cary Salsberg who wrote (4120)7/18/2002 12:56:00 PM
From: Sam Citron  Respond to of 95442
 
While we keep our micro eye focused on orders, let's not forget the macro picture. As Felix Rohatyn just noted in response to the question by his CNBC interlocutor, "What would it take for you to feel comfortable enough to get back in the stock market?":

"First I'd like to be more comfortable with the the overall economic outlook for the country. We have gone from strong surplus, strong currency and big capital inflows to big deficits, weak curency and capital outflows. And it still has not reflected the fact that four to five trillion dollars in market cap have evaporated. And I'd like to know that directors represent stockholders..."

In short, let's not hold our breath...(or lose our heads)

Sam