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

To: auriculatus who wrote (28770)2/22/2006 9:51:55 AM
From: sixty2nds  Respond to of 95738
 
09:06 Moors & Cabot downgrades Semi Equipment Sector to Hold from Buy

Moors & Cabot downgrades Semi Equipment Sector to Hold from Buy. Firm downgrades KLAC, NVLS, and TER to Hold from Buy.



To: auriculatus who wrote (28770)2/22/2006 10:54:51 AM
From: etchmeister  Read Replies (2) | Respond to of 95738
 
I still got NVLS and also LRCX (401K) but have reduced exposure (Varian and Micron).
Remember NVLS cc July 2004?
They had upped guidance twice or so and exceeded but the stock just got hammered (ML downgraded 24 hrs prior to semicon West "to set the tone")- I don't intend to go through this again.
I am somewhat defensive because we do have an upturn (probably similar to 2004) - not because the economy will go to hell in a bucket.


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