Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: BMcV who wrote (15492)	6/2/2004 9:38:21 AM
From: BMcV	Respond to of 95358

I don't have access to more detail from Smith Barney, but it is my opinion that this is basically a cyclical call. The stocks they took favorable action on are those perceived to be less tied to the cycle (DPMI, WFR). BRKS will go into overdrive when new fabs are built--unless, of course, they are not.

To: BMcV who wrote (15492)	6/2/2004 9:39:14 AM
From: Gottfried	Read Replies (1) \| Respond to of 95358

Bruce, are you willing to post results of your test here? Another thought: if these premature calls for the equipment cycle top keep stock price down, then when the top really occurs there is nowhere to go for the stock but down. The premature top calls have then effectively robbed us of gains. Gottfried

To: BMcV who wrote (15492)	6/2/2004 9:51:23 AM
From: Proud_Infidel	Respond to of 95358

What strikes me as very unusual is the fact that nearly all of the names with strong IP are cut, while MEMC (WFR) is raised. Look back in MEMC's history to see how much money they have made even during the good times. Their debt to equity is .935....compare that with any other name in the sector. If the sector is peaking, do you really want to own a stock with a less than stellar balance sheet? In this group, as with technology in general, strong IP is the way to go.....I simply cannot understand how an "expert" could not see this. Brian