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Strategies & Market Trends : John Pitera's Market Laboratory
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To: Logain Ablar who wrote (2082)6/8/2000 8:06:00 PM
From: John Pitera  Read Replies (2) of 33421
 
Tim, thanks for posting the SEC information on the Semi
equipment makers revenue recognition issue.

AMCC has sold off dramatically due to the Inventory
correction story going around this week, NSM sold off today
on news that the Revenue numbers might be lower than
the whisper numbers, If the equipment makers get bruised
this whole group will get whacked.
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