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

To: Return to Sender who wrote (12696)	12/4/2003 10:13:29 PM
From: Donald Wennerstrom	Respond to of 95530

An interesting article on TXN. cbs.marketwatch.com [snip] <<The digital TV market is set for some dramatic growth in the next five years, but not immediately, according to a new market and technology report from InsideChips.com. But new players in the digital TV market, particularly Texas Instruments, are positioning themselves to take advantage of the coming growth.>> [snip] <<"The digital TV market is changing, but it will take at least two years for those changes to make a real difference," said Nick Flaherty, senior analyst at InsideChips. "Now is the time to be looking at the silicon solutions and evaluating the options, ready to take advantage of that growth. Texas Instruments, for one, plans to dominate the TV market as it does the mobile phone business, and those changes are starting right now.">>

To: Return to Sender who wrote (12696)	12/5/2003 12:20:39 AM
From: Kirk ©	Respond to of 95530

But what does Kirk think? Dow 14,000 to 15000 in 2004? dunno... I invest in businesses. With the ML upgrade of Cisco tody, I decided to dump my shares bought at $17.74 for a nice 34% gain at $23.84. Looked like a gravestone doji, top of channel, cfm green zone was due for a zero so all systems pointed to a decline tomorrow...blah, blah, blah... Trading shares and only 0.3% of portfolio so no biggie... Plots showing upper BB and more here suite101.com I bought it in early Aug on a gap down that hit the lower BB.. now that we are pushign up the upper BB and I have a nice gain, it seemed time to see if I can buy it back lower. If not, no biggie as my allocation needs to come down a bit anyway. I wonder if my ML contrarian works? -g- If the market is doing a head fake, this will go much higher as most that don't care about valuation will buy it.