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

To: Donald Wennerstrom who wrote (13475)	2/22/2004 8:15:21 PM
From: Gottfried	Read Replies (1) \| Respond to of 95656

Don, what do you think of this? Message 19836335

To: Donald Wennerstrom who wrote (13475)	2/22/2004 9:38:36 PM
From: Gottfried	Read Replies (2) \| Respond to of 95656

Don, still reading the old AMAT thread. 3 days before the peak... This is from MSN's Jubak. "For example, I'm going to look for an exit in Commerce One (CMRC, news, msgs), because the fundamentals of the business-to-business (B2B) sector are deteriorating. And I'm going to add a position in Applied Materials (AMAT, news, msgs) in Jubak's Picks with this column because of the fundamental long-term strength in the chip-equipment sector" siliconinvestor.com msgid=13349288 and Apr 7.2000 [day of peak] MW 09:35 APPLIED MATERIALS PRICE TARGET RAISED TO $130 FROM $110 AT THOMAS WEISEL PARTNERS Message 13373742