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: BMcV who wrote (27525)12/19/2005 1:39:47 PM
From: Return to Sender  Read Replies (2) | Respond to of 95638
 
Even if CSFB ends up being right they are still wrong for being so late to the party.

Never trust an analyst.

Always use their upgrades or downgrades to your advantage.

And never forget that when the majority of analysts are either too bullish or bearish you should consider trading in the opposite direction from their analysis.

RtS



To: BMcV who wrote (27525)12/19/2005 3:12:50 PM
From: etchmeister  Respond to of 95638
 
Especially since the upgrade is based on a strong IC unit cycle in 2006.

Hi Bruce
could please post details in case you have additional info about CSFB's view
TIA

I was thinking more about the "x-box specific" TER downgrade; wasn't IBM supposedly the BIG winner with regards to X-box. Didn't see anything strange about IBM - perhaps the semiconductor division is relatively "small".


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News