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


To: Donald Wennerstrom who wrote (31551)7/18/2006 4:55:54 PM
From: Donald Wennerstrom  Read Replies (2) | Respond to of 95652
 
A late day upgrade for INTC

<<4:03 pm Intel Raised To Buy From Above Average At Caris >INTC Dow Jones Newswires



To: Donald Wennerstrom who wrote (31551)7/18/2006 4:59:29 PM
From: BWAC  Read Replies (2) | Respond to of 95652
 
<IBM closed at 74.26 today. At the moment is trading around 76.20, up about 2 to 3 percent. Maybe that will give the market a little traction tomorrow>

I don't know? Seems to me IBM usually shoots itself in the foot during the conference call. Could be all these fine earnings reports get sold into based on Fed Fool fears and the geopolitical situation being run by the maniacs.

Plus something seems to be amiss with Yahoo. Revenue miss? Option giftaway adjusted EPS shocking? And Google down in sympathy.

Thinking of buying some LRCX $40 Puts for a few months out, maybe January, hedged against a LRCX share buy in a 10:1 Put/Share ratio.

Things are getting real negative, but the Fed Fools are going to keep piling it on. By the time they stop their blind destruction of wealth, the data and company revenue growth should be in a serious decline.

Looking more and more like an October bloodbath coming.