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

To: robert b furman who wrote (5970)10/9/2002 10:44:23 AM
From: Proud_Infidel  Read Replies (2) | Respond to of 95515
 
I have learned to stow my hope in my closet and just get through day by day. Hope will kill you in this market. That has been a hard lesson for someone like me who is so optimistic on the sector.

A few notes here....today's upgrade of CSCO based upon valuation could prove to be significant as other brokerage houses may not want to get left behind with similar upgrades on valuation. At some point even the worst case scenario is priced in.

Also, the port lockout ending could add some fuel tot he fire of those not wanting to miss the train. I hesitate on using that phrase as this during the past year the train has broken down and returned to the station several times:-(



To: robert b furman who wrote (5970)10/9/2002 4:27:07 PM
From: robert b furman  Read Replies (2) | Respond to of 95515
 
OFF TOPIC

Hunkerdown thought for the day. ahem:

"All semi equipment stocks are going below 5 and that will create a universal margin call to anyone holding semi equipment stocks in a "margin account".

What ya think G is that the idea?

Bob


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