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Strategies & Market Trends : Trading with Jerry Olson(OJ) -- Ignore unavailable to you. Want to Upgrade?

To: Jerry Olson who wrote (968)	3/20/2003 10:40:52 PM
From: 2MAR$	Read Replies (2) \| Respond to of 1617

EBAY reach $100 yet ? hehe they were all just little "pull backs "<G>

To: Jerry Olson who wrote (968)	3/20/2003 11:05:01 PM
From: 2MAR$	Read Replies (1) \| Respond to of 1617

nice little popski/run on NVLS ..and they upgraded today ? here we go again <G> 08:15 ET AMAT, KLAC, NVLS upgraded at SG Cowen SG Cowen upgrades AMAT, KLAC, and NVLS to Outperform from Mkt Perform for the following reasons: 1) believes we're in the midst of a gradual cyclical recovery, and there is continued evidence that IT spending and semis are gradually improving; 2) expects improvement in 2H03 driven by incremental 300mm spending by IDMs and a resumption of orders from TSMC; 3) capacity models suggest a strong 2004 recovery; 4) concerns over declining memory orders/pushouts appear priced in; and 5) valuations attractive for longer term investors. AMAT has held that $11.50's like a champ too , stockcharts.com[h,a]daclyyay[pb50!b200][vc60][iUc20!La12,26,9]&pref=G Valuations? Who cares !