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Strategies & Market Trends : Sharck Soup

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To: Sharck who started this subject	5/11/2001 12:13:16 PM
From: besttrader	Read Replies (1) of 37746

Hot news --> 12:11 ET Anadigics (ANAD) 18.98 -0.02: We're hearing from sources that at the ANAD analyst meeting today, the company has mentioned some order pull-ins from Q3 to Q2 (opposite of push-outs and a positive development). Separately, though it hasn't been mentioned at the analyst meeting, hearing speculation that they will announce a major CDMA contract with Kyocera. 12:04 ET Sector Watch: Software : Slumps in recent trade with ITWO (-5.4%), CHKP (-4.9%), VRTS (-3.7%) and BEAS (-2.9%) leading the way. SEBL still holding positive bias but has slipped 1.75 points off the high. 12:01 ET Gilder Report : The Gilder report hit the Gilder site early and was then pulled -- a source of ours saw it and passed along the info that no companies were added to the list. The report has now apparently hit the site again, and sources say it looks to be the same report as before, with no companies added to the list. There was a brief positive mention of Sorrento (FIBR), but sources say it was not added to the list. Old Gilder favorites CORV and AVNX got positive mentions, while Bookham (BKHM) reportedly received a negative mention.

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