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Strategies & Market Trends : Tech Stock Options

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To: Constant Reader who wrote (2441)6/10/1996 1:11:00 PM
From: Mephisto   of 58727
 
Hi Randal

Mephisto is sweet as always. Sometimes it is hard to pick him up, especially when he gains a bit of weight. He now weighs 16 pounds which is quite light for him. I've been giving him medicine for his asthma. It seem to help.

Ah, book-to-bill. That explains why all the semis are down today--right across the board. It doesn't look good. First Call Consensus for MU is .28. Last quarter they earned .87. They report June 14.

Also, Goldman Sachs cut earnings for many semi companies this morning, including AMAT, LSI Logic among others.
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