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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: orkrious who wrote (6904)11/20/2001 8:15:18 AM
From: orkrious  Read Replies (1) of 99280
 
07:58 ET CSFB on Semis : CSFB notes that in the last two semiconductor downturns that coincided with an economic downturn, the recovery ended up being more gradual; while the industry may be near bottom, the slope of the recovery has not been factored into valuations.

07:32 ET Storage Sector : Lehman initiates the storage industry with a MKT PERFORM rating; initiates EMC, NTAP, BRCD, MCDT with MKT PERFORM; AKAM and STOR with BUYS. However cautious on the sector saying that growth expectations are unreasonably high (particularly SANs) and sequential rev growth should remain subdued until at least 2H02; profitability in systems probably won't rebound to former levels; current "fair" valuations remain well above norms of 1992-97 and don't reflect expectation of subdued near-term growth.
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