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


To: Return to Sender who wrote (5151)8/29/2002 8:56:27 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 95487
 
Upgrade YHOO for sure. Half the cash per share of AMAT, half the current ratio, a PSR twice that of AMAT, with a business model which does not have any LT plans for revenue growth.....by all means upgrade YHOO and downgrade AMAT on the same day.....enormous barriers to entry for AMAT? Meaningless.

BK