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

To: Proud_Infidel who wrote (30375)5/11/2006 10:07:31 AM
From: Donald Wennerstrom  Read Replies (3) | Respond to of 95567
 
Semi Equip: AmTech Cuts Industry Weight to Neutral [delayed]

Thursday May 11 2006 09:49:07 EDT

Ridgeland, MS, MAY 11, 2006 (EventX/Knobias.com via COMTEX) --

AmTech cut the semiconductor equipment industry to Neutral Weight from Overweight. The firm said the current industry fundamentals are postive, but visibility for late 2006 and early 2007 is inadequate. In addition, Susquehana reported growing semiconductor inventories this morning.

(-) AMAT: AmTech cut AMAT to Hold from Buy on valuation, lack of visibility, and below-industry growth rate.

(-) LRCX: Amtech cut LRCX to Sell from Buy citing incremental market share loss.

(-) TER: Teradyne was cut to Hold from Buy on valuation and lack of visibility.



To: Proud_Infidel who wrote (30375)5/11/2006 10:18:22 AM
From: BWAC  Respond to of 95567
 
<I remember watching a report where a small business owner had gas bills (for their truck for their business) of about $900 a month. This was a very small business and it was obvious that was hurting him.>

A client was complaining about the very same thing today. I told him to buy some USO as a hedge or offset.


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