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

To: Return to Sender who wrote (12992)	1/10/2004 5:46:29 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95737

<<What will the upcoming week bring?>> By weeks end IMO, we will be at higher levels. I would say we may have slightly lower levels on Monday/Tuesday, but then by Friday's close the week should wind up a plus. As to the amount of "up", I think a lot depends on the beginning earnings announcements this coming week - how much upside they have both for the past quarter and on into the next quarter/year. LLTC, a SOX component, starts the news during the day on Tuesday. Then AAPL, INTC, QLGC, TER, and YHOO announce after hrs on Wednesday. Then more report on Thursday. If these announcements are "good" and well received by the "market", it may be another week next week like this week, or even better. Don

To: Return to Sender who wrote (12992)	1/10/2004 9:00:43 PM
From: Gottfried	Respond to of 95737

RtS, I signed up for the free weekly newsletter of amateur-investors because you keep referring to them and they use a version of CANSLIM to find stocks. Rising bp is worrysome, but it may not lead to a large drop. Rising bp means market or index breadth is improving. I remember that the leg to Naz 5000+ came about while breadth was shrinking. Gottfried

To: Return to Sender who wrote (12992)	1/11/2004 11:56:52 AM
From: Gottfried	Respond to of 95737

RtS, I just rummaging around and came across this: in March 2000 when Naz peaked the bpcompq was just 50. investorshub.com PS: as you know, StockCharts did not calculate compq or bpcompq back then, so the numbers are not solid. Just grist for the mill. Z put on a bear suit fwiw. Gottfried

To: Return to Sender who wrote (12992)	1/11/2004 3:02:22 PM
From: Henry J Costanzo	Respond to of 95737

Re AMD, INTC, and MU... <<Would you be a buyer at the closing prices on Friday or would you wait for a pullback?>> First, RtS, should say I've been holding INTC for more than a year, and AMD for about 6 months........so my views probably colored by that....Do not hold MU, but it's on my Buy Watch list, since it appears to be breaking out here from a lengthy consolidation and ready for a good run up. INTC also looks ready for a break-out up from a shorter consolidation......But, on both of these, I would not exclude some pullback Monday. AMD has been in a pull-back for the past month, and would not expect to see much more of a pullback there. Don't like to talk about precise buy points - that's tricky at best.....Think it's a question of your time horizon.....if you're looking to hold a while, I'd say go ahead and buy...and not be worried about any short-term pull-backs.... RtS....also noticed in another post of yours: <<We could have bought a little KLIC at the bottom and a lot of less risky stocks in October 2002, or March 2003, and done very well. Perhaps many did just that?>> Don't know about "many", and didn't buy KLIC. but did buy lots of techs beginning Oct-Nov 2002...and since then,,,,and (since you raise the question), have indeed done very well. If you're interested, here's a link to something I posted last May.. Message 18988259 (Know this may appear gloating, RtS......not meant that way....but, frankly, I have been sorry to see so many posters on SI who seem to have missed out on a year of fabulous opportunities....) Cheers