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Strategies & Market Trends : Sharck Soup
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To: cyanideinvestor who wrote (16038)4/12/2001 12:25:15 PM
From: ColtonGang   of 37746
 
Christine Callies of Merrill Lynch

Positive case for technology
Sees key catalysts in place
Depressed multiples
Stabilization of negative news flow
Ample credit
Scale back into PCs, electrical components select semiconductors
Likes DELL & CPQ in PC Sector
Likes TXN in Semiconductor Sector
Likes AVT in Electrical Components
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