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

To: Cary Salsberg who wrote (9474)4/17/2003 3:53:34 PM
From: Return to Sender  Respond to of 95572
 
Cary, in all honesty this feels a lot like last year to me. Better than expected earnings but guidance still remains cautious. We need to see more evidence of a business led recovery than we have seen or heard about so far or this rally too is doomed to fail.

JMHO, RtS



To: Cary Salsberg who wrote (9474)4/17/2003 3:58:59 PM
From: BWAC  Read Replies (1) | Respond to of 95572
 
Here is a data point form earlier today

"11:50AM Cypress call update (CY) 8.43 +0.19: On conference call, company states bookings up 8.5% q/q with recovery being "broad based". The co stated it is going into the second quarter 63% booked with strong backlog and encouraging turns business (products booked and shipped in the same quarter)."


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