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Politics : Idea Of The Day

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To: Susan Saline who wrote (29173)	10/8/1999 12:23:00 PM
From: drsvelte	Read Replies (1) of 50167

Ike.. SOX getting pounded on fears of weakness in DRAM pricing and speculation that orders from Lucent may slow.... 09:47 ET Conexant (CNXT) 73 -6 7/8: Another stock suffering due to HIFN -- SG Cowen says that CNXT gets 8% of its revenues from Ascend division of Lucent (LU). 09:44 ET Semis : The DRAM spot market rollercoaster continues -- another $1.00 decline in spot DRAM seen in Taiwan overnight is depressing the semis again today: MU -1 3/4, CY -2 7/16, NSM -1 15/16, TXN -2 3/16, LSI -1 1/2. 09:40 ET Hi/fn (HIFN) 43 -31: --Update-- The saga continues -- today BancBoston Robertson Stephens is downgrading HIFN to "long term accumulate" from "buy" after first making negative comments yesterday morning and then clarifying with relatively positive comments in the afternoon. Collateral damage today is evident in VTSS -11 1/4 and PMCS -13 7/8.

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