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Strategies & Market Trends : Sharck Soup
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To: Softechie who wrote (15943)4/12/2001 9:55:41 AM
From: Softechie   of 37746
 
*Fechtor Negative on Semis : Respected research firm Fechtor Detwiler issues a bearish note on the semi sector, believes that the second leg of the down-cycle is about to begin; first leg was excess inventory, the second is severe pricing pressure. Specifically notes price cuts by STMicro (STM) with implications for ONNN, IRF, and FCS; also notes that customers of cos like CSCO, SCMR, NT, and CS are demanding 40% price cuts and that these firms are in turn demanding cuts from comm IC companies.
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