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

To: Donald Wennerstrom who wrote (29311)	3/13/2006 12:08:33 PM
From: Return to Sender	Read Replies (2) \| Respond to of 95765

Bonds are attempting to break out higher today. This is not something that is good for the stock market. news.yahoo.com <snip>"When rates back up, growth slows ... quickly. Fully three-quarters of the time in the past five years when we endured a bond yield spasm like we have seen since mid-January, GDP (Gross Domestic Product) growth slowed the following quarter and by an average of one percentage point," Rosenberg wrote in a note to investors. We are no longer inverted but with bond yields moving higher the signal that the inverted yield curve gave seems valid. The economy is going to slow. Some Bond Charts: investorshub.com Note that the stock market suffered last time this happened until the ratio on the 30 year bond to the 3 month T-Bill was paying 3 to 1! investorshub.com Bottom line is that the downgrade of AMD is valid based on the fact that in an economic slowdown there will be more goods in inventory being chased by less available dollars. This hurts all competitors. From Briefing.com: 09:16 AMD Advanced Micro downgraded to Accumulate from Buy at Punk Ziegel- tgt cut to $45 from $48 (36.63 ) -Update- Punk Ziegel downgrades AMD to Accumulate from Buy and lowering thier tgt to $45 from $48 saying they believe Intel's inventory struggles are growing and see additional near-term risk for AMD in the low-end microprocessor segment over the next one to two quarters. Of course we will have a rally that will look pretty good soon enough. The SOX/SMH would be up if not for the AMD upgrade and the rise in bonds but I believe it is a rally that investors would be wise to lighten up positions on. JMHO of what may happen and what could be in actuality all wrong. RtS

To: Donald Wennerstrom who wrote (29311)	3/13/2006 3:32:44 PM
From: sixty2nds	Respond to of 95765

08:29 INTC Deutsche Bank out with comments noting Intel's roadmap bodes well for PC's (19.85 ) Last week's Intel Developer Forum provided a glimpse into Intel's new product roadmap and suggested Intel will narrow/close the price/performance gap vs. AMD. The firm believes new Intel products coupled with Microsoft's release of its new operating system (Vista) at the end of the year will support improving PC revenue growth in 4Q06 and into 2007. The firm expects all of the PC vendors to benefit from the improved performance of Intel's new chips and lower prices resulting from increased competition between AMD and Intel. However, the firm expects Dell to see the most incremental benefit from Intel's lower prices, while they expect HP to see a smaller benefit due to its heavier mix of AMD products. Despite mixed datapoints from the PC supply chain, the firm continues to expect PC unit growth of 12% this year, improving to +14% in 2007 on the back of Vista and new Intel products.