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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: TI2, TechInvestorToo who wrote (6286)	7/14/1998 1:15:00 PM
From: Mason Barge	Read Replies (1) \| Respond to of 10921

<<Is this blood on the street? >> Nah, it just points out how much more realistic S&P has to be about business conditions than sell-side analysts, who want to have personalities and contrary opinions and stuff. On the other hand, S&P and other credit rating services don't attempt to reflect long-term equity growth possibility.

To: TI2, TechInvestorToo who wrote (6286)	7/15/1998 12:08:00 PM
From: Mason Barge	Read Replies (1) \| Respond to of 10921

Book to bill will not be released this week! Reason given is that too many of the employees responsible for reporting the numbers to SEMI have been layed off!! Not really a good sign. Expected release for June is @ July 21. I have a feeling that it's going to be extremely ugly, and am lightening my load right now. Even if the raw BTB is not that bad (due to decreased revenues, i.e. smaller "billings"), the bookings are going to give analysts something to think about.

To: TI2, TechInvestorToo who wrote (6286)	7/15/1998 1:36:00 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 10921

CPQ motorolaes their numbers, beats expectations: from today's WSJ: Compaq Computer Corp. posted a gaping loss of $3.63 billion for the second quarter because of charges for its purchase of Digital Equipment. But excluding the charges, it managed a slim profit, edging expectations. The big Houston company recorded $3.63 billion in charges -- the same as the quarter's loss -- tied to its massive deal earlier this year to acquire Digital. The charges cover the costs of a write-off, job cuts and other restructuring. Its net loss for the quarter, was equal to $2.33 a diluted share. The charges were expected. Stripping away the effects of the acquisition, though, Digital managed to top analysts' views for a period when the personal computer industry has seen a slowdown in consumer demand. Without the charges it posted earnings from operations of $32 million, or two cents a share.