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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank
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To: yeoman who wrote (117769)12/1/2000 8:41:59 AM
From: Teri Garner   of 120523
 
08:38 ET Chip Equipment Sector : Morgan Stanley analyst Jay Deahna reducing his outlook for 2001 global semiconductor capital spending to a range of 0% to -5% from previous projection of 10%-15%.... Separately, CS First Boston lowered numbers on sector names AMAT, KLAC, LRCX, NVLS due to macro conditions (see 07:55 and 07:88 comments). Believes best buying opportunity will occur in late Q1 or early Q2
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