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Strategies & Market Trends : The Amateur Traders Corner

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To: smet~ who wrote (16877)	12/5/2001 8:07:02 AM
From: Tom Hua	Read Replies (4) of 19633

Rob, I may short INTC before its mid-quarter update, and SUNW too if it goes to 14s. 07:57 ET National Semi (NSM) 31.35: Lehman cautious on NSM, expects company to lower guidance due to weak demand outside of wireless, and believes that co did not build sufficient backlog for rev growth in Q3. Valuation does not reflect a delayed recovery in fundamentals. 07:55 ET Intel (INTC) 32.86: CSFB says that recent channel checks reinforce the view that Intel will guide to the upper end of its revenue range in tomorrow's update call, and perhaps even above the range; nevertheless cautions that Q4 consumer-oriented demand pop is in the stock and maintains HOLD ratings - sees better buying opportunity after Q4. 07:50 ET Sun Microsystems (SUNW) 13.74: Following up on her comments yesterday that the hardware sector was performing better than expected in Q4, Goldman Sachs analyst Laura Conigliaro says today that a recent visit with SUNW led her to believe that business is improving in the US and stabilizing in other major geographies. Regards, Tom

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