Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

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

To: Frederick Langford who wrote (62469)	7/26/2002 10:29:07 AM
From: 2MAR$	Respond to of 208838

nibbled some NOK in the 10's , shorted some EXPE @$47+ didn't see one upgrade for QCOM did you ? DBAB going against GSCO on Semi's , and well they should with the slow months ahead 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.