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

To: Proud_Infidel who wrote (30254)5/4/2006 1:42:01 PM
From: BWAC  Read Replies (1) | Respond to of 95456
 
<but how much of that has already been priced into the stock?>

Not enough for RBC to finish unloading it inventory yet.

Here again we have the markIt steadily moving up, right into a maximum risk inflection event with tomorrow's economic news. By the time the Fed decides to continue it mistakes, gross erros, and miscalculations in economic cliff diving next Tuesday we should be maxed out on risk at new DOW all time highs.

Btw RBC doesn't like QLGC at 5 times sales, 4 times cash, and 20ish forward estimate PE.



To: Proud_Infidel who wrote (30254)5/4/2006 6:51:05 PM
From: Donald Wennerstrom  Respond to of 95456
 
Brian, hard to say,

<<how much of that has already been priced into the stock?>>

QCOM has been getting good press lately.

Message 22413265

QCOM "touched 100" back in Jan 00. From that point of view it might have a lot of legs left.

finance.yahoo.com

Right now, the consensus 12 month target price is 57 with the highest price listed at 64.

nasdaq.com

If it can keep on growing earnings like LRCX, it might have some higher prices in the future.:)

Don


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