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Strategies & Market Trends : Sharck Soup
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To: Sharck who started this subject4/12/2001 1:45:49 PM
From: besttrader   of 37746
 
13:28 ET Intel (INTC) 28.06 +0.54 (+2%): Hearing from sources at Lehman that analyst Dan Niles sees high-end Pentium IV pricing falling to as low as $250; processors currently priced at $625 per unit, and Intel is expected to lower prices to $525 on Sunday... Niles apparently saying that moves will impact revenues under pressure.




13:19 ET Nortel Networks (NT) 16.48 +2 (+13.8%): -- Update -- Hearing from trading floor sources that their is research in the market that Nortel is down to a normalized 6 weeks of WDM component inventory, from 12+ weeks in Jan. While investors may focus on the declining inventories as a bullish factor, there is still some question about component pricing. Indication is that component suppliers such as JDSU and GLW are being hit on price and that numbers might have to come down after JDSU reports on April 26... Circulation of this research has created a major short-squeeze in NT shares.




13:03 ET Micron Tech (MU) 46.26 +4.66 (+11.2%): Hearing from sources that DRAM maker is making bullish comments while making marketing rounds with Bear Stearns in Boston; company apparently seeing good demand for DRAM and a working down of inventories. In addition, predicting that Samsung will try to raise price on 128MHz DRAM shortly.
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