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Strategies & Market Trends : Guidance and Visibility
AAPL 276.46+2.6%Feb 4 3:59 PM EST

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To: DebtBomb who wrote (9001)7/30/2001 9:00:14 AM
From: keithcray  Read Replies (2) of 208838
 
08:34 ET Wit Ups Semis : Hearing from sources at Wit SoundView that the firm is upgrading the following semi companies to STRONG BUY this morning: Applied Micro (AMCC), LSI Logic (LSI), Pericom (PSEM), Triquint (TQNT), and Vitesse (VTSS); says that June earnings season has brought down expectations to reasonable levels, and that even communications cos should begin to see improving results. Also reiterates STRONG BUY ratings on TXN and PMCS
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