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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (40921)	4/2/2004 12:40:39 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 70561

10:24 DPMI Dupont Photomask: near term photomask market demand remains muted -- Amtech (23.75 +0.60) Amtech's checks indicate that near term photomask market demand remains muted. Firm expects DPMI to meet Amtech's revenue estimate of $82.5mln. While expecting seasonally improved sales growth beginning in the June quarter, the potential catalyst for better than seasonal growth is not likely to occur until late 2004. DPMI's breakeven point of just above $100mln is not likely to be achieved until March 2005. Amtech maintains its HOLD rating on stock 10:17 NXTL Nextel: Color on Price Weakness (23.92 -0.30) -- Update -- Have checked with several desks on reason for NXTL weakness over the past two days. We are hearing several items: 1) WSJ article regarding Mexican wireless operators America Movil SA and Grupo Iusacell SA studying the viability of entering the push-to-talk market, 2) rumor that co will bid to acquire the remainder of Nextel Partners (NXTP 13.53 +0.23, +1.7%), 3) chatter that analysts' net sub addition numbers may need to come down.