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

To: etchmeister who wrote (30476)5/16/2006 6:34:18 PM
From: Donald Wennerstrom  Read Replies (2) | Respond to of 95515
 
Etch, they have a problem with it because this goes against everything they have ever believed with respect to the "cycle theory". This is not about looking at facts, but rather saying that order input, etc has been rising for many months and we just can't keep going on this way. We must go back down before we can go back up.

We shall see what happens. I am waiting to see when, or if, CSFB changes their story about a down 2H06, 10 percent quarter over quarter.

Don



To: etchmeister who wrote (30476)5/17/2006 7:49:41 AM
From: sixty2nds  Respond to of 95515
 
07:14 Early Research Calls III

Upgrades: ... First Albany upgrades Applied Materials (AMAT 17.85) to Neutral from Underperform saying the co is doing the right things.


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