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Strategies & Market Trends : Sharck Soup

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To: Sharck who started this subject	4/11/2001 4:18:18 PM
From: besttrader	of 37746

Bottom of SEMIS??? I THINK NOT: --> Lam Research (LRCX) 24.58 +1.58: -- Update -- Company says the further weakness in the wafer fab equipment market throughout March has necessitated more aggressive cost cutting measures, and as a result, Lam intends to reduce global headcount by approximately 15% to be implemented this month; see press release. Network Appliance (NTAP) 16.56 +0.88: Company warns Q4 will be $0.01-0.03 per share, current First Call estimate is $0.10; revenue for the quarter is expected to be in the range of 20-25% below last quarter revenue of $288.4 mln; cites greater delays in customer orders than anticipated; see press release. Network Appliance (NTAP) 16.56 +0.88: Company warns for Q4; sees earnings in the range of $0.01-$0.03 vs First Call mean of $0.10; expects revenue to fall 20%-25% from last qtr's $288.4 mln; company experienced greater delays in customer orders than anticipate.

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