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

To: BWAC who wrote (5174)	8/29/2002 2:50:31 PM
From: Gottfried	Read Replies (1) \| Respond to of 95487

better download the report here Message 17933080

To: BWAC who wrote (5174)	8/30/2002 12:38:47 PM
From: Proud_Infidel	Read Replies (3) \| Respond to of 95487

Idiot Alert of the Day Apparently the market prices in worst case scenario for every sector but the equipment sector. Don't Wait for Bad News to Catch Up With Stocks Friday August 30, 12:06 pm ET By James J. Cramer, We could be flummoxed, we could think that Novellus (NasdaqNM:NVLS - News) and KLA-Tencor (NasdaqNM:KLAC - News) and Applied Materials (NasdaqNM:AMAT - News) have bottomed because we got bad news from Novellus last night and the stocks didn't go down. Or we can just accept that stocks, short-term, lie all the time these days. In the old days we could have counted on these stocks to reflect the values of disappointment immediately.