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Strategies & Market Trends : Sharck Soup
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To: 2MAR$ who wrote (15917)4/12/2001 9:03:30 AM
From: Teri Garner  Read Replies (2) of 37746
 
08:59 ET Merrill on Semi Equip : Merrill Lynch says that Lam (LRCX) sequential order decline of 60% was far below the 35% decline expected by Merrill; firm now expects AMAT to see a 40-45% sequential decline in the Apr qtr to $1.2-1.3 bln vs prior estimate of $1.7 bln. Merrill also notes that its industry estimate of a 26% q/q decline in Q1 was far too conservative.
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