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

To: Donald Wennerstrom who wrote (15118)5/12/2004 1:46:39 PM
From: michael97123  Read Replies (1) | Respond to of 95834
 
I know for a fact that ML is taking its research very seriously given the requirements of the Settlement. As i understand it they will be comparing their results with that of independents--the S&Ps as well as seveal other smaller firms--and this all will be prominently displayed for their clients. $32 on amat when its at 18 is quite a brave call. I wouldnt dismiss the calls of the 10 largest firms in the Settlement as they too will be doing these comparisons. Dont ask me how i know all this but i do. Mike



To: Donald Wennerstrom who wrote (15118)5/12/2004 2:43:55 PM
From: michael97123  Read Replies (2) | Respond to of 95834
 
edit PPI tomorrow and CPI on thursday

Is the cpi number coming tomorrow or friday? A better number there should give buyers some impetus and given how oversold we are, this could turn into a rally. Mike
PS busy calender next two days
PPS Anyone going to place a bet today on two days of good news that will not be ignored?

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