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

To: Cary Salsberg who wrote (60913)2/23/2002 9:58:06 AM
From: orkrious  Read Replies (2) | Respond to of 70976
am beginning to be afraid that this down move will not end until the quality, dare I say it, AMAT, ASML, KLAC, NVLS, ALTR, XLNX, LLTC, MXIM, joins the crowd and starts looking scary to the downside

Cary, you are absolutely right. In fact, instead of being "richly" valued, these stocks will become richly undervalued, considerably below their Sept lows. Then it will be time to back up the truck for another rally.


To: Cary Salsberg who wrote (60913)4/27/2005 2:46:21 PM
From: Sam Citron  Read Replies (1) | Respond to of 70976
I believe the "telecom/internet sector, including their equip suppliers" are the key drivers for most of the semi and therefore semi-equip companies.

Looks like the telecom/internet sector is finally looking up. Today's durable goods report showed good order growth in telecom equipment and GLW just pleased analysts. Internet ad spending meanwhile was up 27%.