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Strategies & Market Trends : Trade/Invest with Options Jerry a Point & Figure Chartist
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To: Jerry Olson who wrote (3749)9/24/2001 8:03:14 AM
From: Jerry Olson  Read Replies (1) of 5893
 
Live Headline
24-Sep-01
07:56 ET Merrill on Semiconductors : Recent events have raised doubts about the shape of anyrecovery in the semiconductor business during late 2001 or 2002; with the risk of a further demand slowdown looming, firm believes the bottom it identified a month ago nowappears to be both longer and rockier than we previously expected; at the same time, firm says the semiconductor business cycle isclearly bottoming, with inventories declining and new capacity additionsshrinking rapidly; says it has little sense of what is going to happen over the next fewmonths, and hesitates to make recommendations on that basis; believes owning quality companies over the next twelve months still makes sense; singles out ANAD, RFMD, MXIM, TXN and LLTC.
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