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

To: Donald Wennerstrom who wrote (10380)7/2/2003 12:58:52 PM
From: Donald Wennerstrom  Respond to of 95525
 
Also, some further input from UBS on the semi-equip sector via Briefing.com

<09:40 ET Semiconductor Equipment Preview : UBS previews earnings for the Semiconductor Production Equipment group. Firm believes that most of companies under its coverage made the quarter with some (VECO, COHR, ATMI) at risk of missing consensus; says upside surprises are not expected. Notes that the stocks are richly valued when viewed on a historical basis relative to the S&P500, which makes them vulnerable to any downside in demand. At current prices, and given the current economic environment, firm believes the stocks will likely soften into the summer from current levels>

Don



To: Donald Wennerstrom who wrote (10380)7/2/2003 1:13:25 PM
From: Return to Sender  Read Replies (1) | Respond to of 95525
 
Another opportunity is coming up for the Nasdaq to attempt to rise above 1686. I don't see it being very likely Don that it will make it through that heavy resistance but we will just have to wait and see.

Certainly the effect of analysts ratings on stocks shows up quite clearly today.

I'm looking for a good opportunity to go short something soon.

RtS


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