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

To: michael97123 who wrote (6344)10/21/2002 9:37:57 AM
From: Return to Sender  Respond to of 95520
 
Why not go to the source. Here is a link to Merrill Lynch's Home Page:

ml.com

If you can find a link to the person putting forth the positive outlook please post it here.

Here is the only semiconductor related note I have seen so far this morning from Briefing.com:

7:39AM Texas Instruments estimates cut by CSFB (TXN) 17.10: CSFB believes that consensus ests for TXN are still too high, and lowers FY02-03 ests and gross margin assumptions; cuts FY02 rev/EPS ests to $8.5 bln/$0.27 from $8.6 bln/$0.29 and FY03 to $9.2 bln/$0.49 from $9.6 bln/$0.57 (both below consensus); however, firm prefers TXN to INTC.

finance.yahoo.com^SOXX+ALTR+AMAT+AMD+BRCM+INTC+KLAC+LLTC+LSCC+LSI+MOT+MU+MXIM+NSM+NVLS+TER+TXN+XLNX&d=t

Thanks, RtS



To: michael97123 who wrote (6344)10/21/2002 10:13:32 AM
From: Cary Salsberg  Read Replies (2) | Respond to of 95520
 
It is McCabe, who thinks that a 2 year "cyclical bull market" in 2003-04 will begin in Q4 2002. He subscribes to the "secular bear" idea that the excesses of the previous bull have been largely "corrected", but the excesses in the other direction that "characterize" the beginning of a "secular bull" have not been reached. These may reached gradually, alternate "cycliclal" bull(s) and bear(s), or violently.


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