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Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?

To: DebtBomb who wrote (62464)	7/26/2002 10:19:50 AM
From: 2MAR$	Respond to of 208838

VRSN still going ...don't ask me why ;-)

To: DebtBomb who wrote (62464)	7/26/2002 10:20:05 AM
From: Softechie	Read Replies (1) \| Respond to of 208838

Deutsche Securities cautious on semi equipment names In contrast to Goldman's semi equipment upgrade this morning (8:08), Deutsche Securities issued a more cautious outlook before the open; firm says stocks have moved from "expensive" to "reasonably valued", but still not "washed out"; analysis suggests 30-40% more downside until "back up the truck" levels that are irrespective of fundamentals (exceptions are BRKS and CMOS, which are trading below trough levels); also, checks suggest substantial falloff in month of July and capex cuts seem to be accelerating and coming in larger chunks