Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Carl Quigley who wrote (15144)	1/29/1998 11:35:00 AM
From: Teri Skogerboe	Respond to of 70976

qquig, Thank you for Brett Hodess's view. My understanding of Merrill Lynch's view is that they are somewhat more negative on the semi-equip companies over the "intermediate term". I think they are saying there COULD (key word) be 35% downside risk in the stocks. I guess we should take notes on who calls this right. In many ways I do not envy the analysts at all. I can see how opinions can change over the course of time and events; then everyone bashes them for changing their minds. I truly feel that the ML analysts and Brett Hodess and others are trying to do a good job. That said, the fact that this may cause alot of trading doesn't hurt their feelings at all either, I'm sure. Regards, Teri PS. I just noticed that Brett Hodess and Jonathan Joseph work at the same firm. Their opinions on the semi-equip outlook for the near-term seem to differ. Jonathan Joesph, according to the article from this morning, thinks CapSpending will be down, and an advantage for the chip makers in the near-term. Just my take. Others? the link to Joseph's comments. Message 3291042