Sharck Soup Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Sharck Soup

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sharck who started this subject	4/26/2001 12:20:42 PM
From: besttrader	of 37746

12:08 ET CSFB On Intel 29.46 +0.43 (+1.5%): -- Update -- Firm suggests 60% of INTC capex spending is on .13micron with another 30% on 300mm; they believe most of risk in 300mm capex. Also, suggests capex number is at risk for the year despite what company says and indicates that unit costs are trending up, which will affect margins. 12:06 ET Vitesse Semi (VTSS) 31.20 -1.8 (-5.5%): Hearing from sources at CSFB that firm would be looking to taking profits on the name based on valuation and indications that product is being shipped back to the chip maker from customers. 12:12 ET Flextronics (FLEX) 25.08 +0.43 (+1.7%): Sources saying that Banc of America Sec. is making positive comments on contract manufacturer; thinks that Alcatel (ALA) is bigger than the $200 mln announced previously.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next