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To: sun-tzu who wrote (38680)5/4/2003 1:30:51 PM
From: orkrious  Read Replies (1) | Respond to of 57110
 
From JPM semi capex research dated May 1:

We believe the current consensus expectation for 5% + global semi capex growth will likely migrate to negative growth by the July earnings season.

We do not believe equipment stocks will be able to hold recently expanded multiples through two + quarters of potentially weak end market demand and negative incremental news flow on equipment demand.

Top management officers at Novellus, Xilinx, and Microchip have substantially reduced their holdings, in what looks like an effort to virtually liquidate all their shares.



To: sun-tzu who wrote (38680)5/4/2003 1:41:04 PM
From: Jorj X Mckie  Read Replies (2) | Respond to of 57110
 
Well, my angle on HMOs is that it is a joke to call it healthcare. I should have mentioned the insurance companies too. They are definitely part of the equation.

I expect a backlash against the direction in which healthcare is going. But it will probably take a number of years before it happens.

My basic thought is that the more socialist the approach to medicine becomes, the more it will move to the lowest common denominator.


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