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

To: advocatedevil who wrote (10175)6/18/2003 8:03:23 AM
From: Sarmad Y. Hermiz  Read Replies (1) | Respond to of 95530
 
>> It would appear that when coupled with increasing chip sales and the need to keep up with the latest SCE technologies, equipment bookings are due to increase soon.

Hi, AD. That's not what the committed bears say. In fact that statement is heresy in the bear camp. Their contention is that any optimism regarding near-future demand is delusionary and that there is huge excess capacity that is not being worked down. That's what gives them moral fibre to short into rallies.

But it looks like the B2B made no diff. So its back to the up-trend, till someone pulls the plug.

Sarmad



To: advocatedevil who wrote (10175)6/18/2003 8:35:33 AM
From: michael97123  Read Replies (2) | Respond to of 95530
 
OT,
AD et al,
Does anyone have some insights to what oracle is trying to achieve by raising its bid for psft to $19.50? I am a holder of oracle and aside from ruining psfts quarter, i am not sure of what oracle is after here? Mike



To: advocatedevil who wrote (10175)6/18/2003 10:54:32 AM
From: Gottfried  Read Replies (1) | Respond to of 95530
 
AD, here's a chart of that ratio home.attbi.com


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