Market Gems-Trading Strong Earnings Growth and Momentum Message Board

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Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum

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To: iod_sherwood who wrote (5946)	3/7/2001 12:24:59 AM
From: 2MAR$	of 6445

kind of a "foreward looking" warning , wasn't it , lol! this call caught my eye around noon from the Sanford Bernstein Tech Conference : Expects economic recovery but potentially not until Q4/early 02 with growth below trend this year. Remains overweight semiconductor and services, feels hardware near trough valuations. Suggests under weighting communication equipment and would hold off buying wireline. Expects semiconductor capital equipment orders to bottom in Q3, would be adding to positions. ....Sanford Bernstein Call : --Update-- Firm does not feel that investors have fully priced in weakness in communications chip names such as XLNX, AMCC, PMCS. There has been no demand improvement in group, suggesting that a recovery could be delayed. Sees potential for more downside in the group. Demand has just cratered for these guys ... thought of BRCM immediately . where do they get these accountants ? And Morgan Stanley~D/W just reiterated BRCM a month ago with a price target of $225 <gg> ;-)

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