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

To: Sam who wrote (6101)	10/11/2002 9:55:11 PM
From: w0z	Respond to of 95487

***OTActually, I think cotton is worse, tho' not a food. Not any longer Sam! Technology has taken over the cotton patch just like most areas of agriculture. I'll bet people from 150 years ago would not believe their eyes if they saw how cotton is picked today!

To: Sam who wrote (6101)	10/12/2002 8:49:21 AM
From: Zeev Hed	Respond to of 95487

Sam, if you are comparing the old fashioned way of picking by hand, I actually did all three, and still found potatoes to be the most back breaking. When picking cotton, your body constantly changes its posture, when picking potatoes for 8 hours, your body does not get out of the "bent down" position, by the time you are finished, it takes a stretcher to get you back upright. As for the leading trio AMAT, KLAC, NVLS, their order of technical strength is, I believe KLAC, NVLS and AMAT, but I like all three as a mentioned here late last month (#reply-18047612). They are still at around the same prices as they were late last month (including CYMI and CCMP) I also mentioned why VECO should be avoided in the same post, and on I-hub, I elaborated in a number of posts (since VECO was around $15/19 after the recent acquisition) on its potential dangers. Zeev

To: Sam who wrote (6101)	10/12/2002 11:06:27 AM
From: Return to Sender	Read Replies (1) \| Respond to of 95487

Market Outlook with Research Links: Sam, you ask about potential investments in EMC, VECO, BRKS, CYMI, AMAT, KLAC or NVLS? One of the things that I find most frustrating about the discussion that takes place here at Silicon Investor, and other sites, is that all too many people venture forth opinions without giving any links to verify their research. If we are in a bull run here, as I believe we are, then it will last a while. Even laggards like EMC, BRKS and VECO will benefit. It's true that technology stocks may pull back a bit to consolidate before moving higher: thetechtrader.com internetstockreport.com However a pullback does necessarily have to happen in my opinion. If earnings, guidance and market news is good enough next week it will continue to fuel a further advance: finance.yahoo.com biz.yahoo.com briefing.com I believe we are in one of those periods of time where most negative news will be ignored while positive news will be embraced with a great deal of buying and short covering. My current outlook suggests that the market could continue higher until around the 22 or 23 of this month before it reaches enough resistance that it cannot go much further. It will likely tread water thereafter for several sessions. The question of whether the rally can continue through the usually strong months of November through May will take center stage: Message 18080147 But this year I believe the rally will die rather than continue through November because the economy is still struggling. We still have accounting fraud problems, a possible double dip recession, the expensing of stock options issue and most importantly a potential war with Iraq looming over the market. In the meantime though the next two weeks are likely to be very good to long investors. The last run though earnings brought the SOX a move higher that lasted basically 13 sessions with some consolidation sessions before it collapsed entirely. If history repeats itself this earnings season then we still have 11 sessions ahead of us before the market might give way: stockcharts.com[h,a]daclyyay[pb50,200!d20,2!c20!c10][vc60][iUb14!Uk14!La12,26,9]&pref=G The SOX closed above its 20 day moving average on Friday at 246.22. It is now poised to move all the way up to the upper Bollinger Band at 273. Even after reaching the upper Bollinger Band the market is likely to be strong enough that the SOX will probably advance to the 200 day moving average at 284 before the really tough resistance puts all kinds of pressure on any further bullish advance. Now as for your question on individual stocks. Until the SOX hits its 200 day moving average I believe you could throw a dart at anything in technology and make money on the long side. But you are trying to do a little comparative analysis. Try comparing apples to apples. On CYMI, AMAT, BRKS, KLAC, NVLS and VECO you can get a technical read for free from John Bollinger's Equity Trader site: equitytrader.com Fill in any stock symbol and you can get a read for a storage stock like EMC and its parent group too: equitytrader.com equitytrader.com Best of luck with your research Sam. RtS