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Strategies & Market Trends : Three Amigos Stock Thread
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To: Ditchdigger who wrote (24803)5/1/2001 1:17:37 PM
From: Sergio H  Read Replies (1) of 29382
 
Oops on Winnie. <ggg>

Can't remember what I used. I'll look when I get home. How long years, when you say it will lighten with age?

This just in from Yahoo on semis:

<1:05PM ET A couple of interesting tidbits from Briefing.com trading floor sources. First, we're hearing that SG Cowen made negative comments on chip equipment giant Applied Materials (AMAT 52.50 -2.10); said bookings were weak in the month of March at about $100 mln vs $1 bln in March 2000. Second, Lehman analyst Dan Niles just presented at a VC conference in Pebble Beach where he reportedly maintained his negative tone on semis, saying that an inventory overhang remains and that pricing pressure will become a bigger issue going forward. Chip equipment remains anemic. Leading percentage... >

Sergio
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