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Strategies & Market Trends : Guidance and Visibility

AAPL 276.15

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2:41 PM EST

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To: keithcray who wrote (6669)	7/17/2001 7:14:22 PM
From: Frederick Langford	Read Replies (1) of 208838

Keith, Be careful, don't get trapped in a mind set like I did last time. After AMAT, all INTC had to say was they weren't going bankrupt and their will be buyers. Grove was very confident on CNBC. The big boys will run the semi's when you least expect it. They brought out Jonathan Joseph. This being the 7th month since the first rate,I expect the worst many actually be nearly over for some of the Semi equipment stocks, i.e KLAC, NVLS, As for the IT Comms, I'm still a bear, but they really like to bid up the PMCS and BRCM's of the world, though fundamentally they still suck. Fred

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