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

To: Return to Sender who wrote (15246)	5/19/2004 1:01:29 AM
From: Czechsinthemail	Respond to of 95720

Orders, however, were pegged at +5-10%, slightly below the overall consensus of +5-15% This seems to be the part of the AMAT story that Briefing.com focused on, which echoes the concerns by several analysts that business is flattening out foretelling the end of the cycle. Though they sometimes lack discriminating awareness, I think the main weakness Briefing.com falls into is trying to fit the news to a thesis. Sometimes they simply adopt an interpretation that shapes the story to their attitude about what the story should be. Of course, that is a problem that befalls most of us from time to time.

To: Return to Sender who wrote (15246)	5/19/2004 8:13:59 AM
From: Proud_Infidel	Respond to of 95720

RTS, Briefing.com and anyone else who thinks these stocks are not going to move up or down together is clueless. No wonder Briefing.com thinks AMAT is INTC (the world's largest chip maker) but does not realize that they move in the same direction greater than 80% of the time on a daily basis and 100% of the time longer term. To like one is to like the other too. Exactly! Check the LT chart and the two almost mirror each other. Clueless is a good word for anyone who substantially differentiates the two. Brian