SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Donald Wennerstrom who wrote (15413)5/26/2004 12:05:48 PM
From: The Ox  Read Replies (2) | Respond to of 95616
 
Don't be surprised if we rally into the call and then sell on news, regardless of the NVLS guidance.

The spin will be: whatever good news comes out of the call, it's "priced in to the stocks in the sector". If it's negative news, "the stocks have gone up too far, time to sell".

jmo