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

To: Donald Wennerstrom who wrote (38130)2/14/2008 1:51:12 PM
From: etchmeister  Read Replies (1) | Respond to of 95735
 
Goldman must be pissed...Why I'm Bearish on the Chip Equipment Cycle - Seeking Alpha
Nov 5, 2007 ... "I think we're heading to the worst semiconductor equipment downturn - perhaps ever," said James Covello, a Goldman Sachs analyst. ...
seekingalpha.com/article/52785-why-i-m-bearish-on-the-chip-equipment-cycle - 49k - Cached - Similar pages

still not figured out why GS holds NVLS

GOLDMAN SACHS GROUP INC 6,564,691 5.65 $178,953,476 30-Sep-07

finance.yahoo.com

Can't believe one of them is running the "US economics" - run it like a hedge fund LOL -
oh well his clock is running out



To: Donald Wennerstrom who wrote (38130)2/14/2008 5:09:41 PM
From: michael97123  Read Replies (2) | Respond to of 95735
 
Bernanke and Paulson more or less said no recession but slow growth due to housing/banking for another six months before things turn up. Over that time we get fiscal stimulus and lower rates as needed. What is bearish about this? For me yesterdays action had things right and todays is wrong.


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