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Zeev Hed

07/09/02 12:32 PM

#959 RE: marginnayan #957

My foray into the three semi equip is a tactical move, not a long term one, Merril downgrades, the Turnip's buy (g). Now added NVDA here at $19.11, and QCOM at $27.70.

Zeev

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All Mtn Ski

07/09/02 12:37 PM

#965 RE: marginnayan #957

I think ATML is washed up too, although that just means it could drop another 50%. <bg> The equips have been supplying the momo to the SOXX, both up and down, its interesting that the Street was so hot on these stocks during the first 3 months of the year and now that KLAC is at $42, down from the high $60's, it is downgraded. Typical, I just wonder when the 'Boy cries Wolf' factor will hit and no one listens to analysts anymore. I stopped listening years ago, but apparently somebody still is, as their calls can still move stocks.

A-M-S