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


To: michael97123 who wrote (6283)10/18/2002 3:41:23 PM
From: Alastair McIntosh  Read Replies (1) | Respond to of 95479
 
O.T. michael97123, do you think that rising interest rates will hurt the housing market. Should builders be shorted? BZH looks ripe for a pullback.



To: michael97123 who wrote (6283)10/18/2002 4:07:28 PM
From: Gottfried  Respond to of 95479
 
Mike, >explains amat being up today or at least earlier even though btb low.< You noticed that billings were down only slightly, so earnings should not be impacted much for AMAT. I wonder what their backlog is now?

Gottfried