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Strategies & Market Trends : Fidelity Select Sector funds
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To: Julius Wong who wrote (3672)4/23/2001 10:03:09 PM
From: Julius Wong   of 4916
 
On semi stocks

Salomon Smith Barney analyst Jon Joseph recently upgraded the group on the assumption that the industry would trough over the next few months, and that the stocks typically rally in advance of a fundamental turnaround.

However, Dan Niles of Lehman remains a bear and Mark Edelstone of Morgan Stanley recently lowered numbers on INTC as its Pentium 4 price cuts should become more aggressive.

Today, Joe Osha of Merrill throws his hat into the ring by downgrading its intermediate-term ratings from Accumulate to Neutral for Applied Micro (AMCC 30), Intel (INTC 32.43), PMC-Sierra (PMCS 44.81) and Vitesse (VTSS 34.77).
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