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Strategies & Market Trends : Paint The Table

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To: Jorj X Mckie who wrote (6807)12/19/2001 6:00:53 PM
From: John Pitera  Read Replies (1) of 23786
 
SSB got it right when they said last month they were downgrading SLR due to them not being good asset
managers. The research is becoming a bit better, these days.... just a bit -g-

Salomon downgrades those who are not the best asset managers: SLR and BHE

Message 16667900

SLR was a bad asset manager and took out to much debt... bad stock, bad stock -g-

the FLEX and CLS charts look pretty good imo looking towards the next 3 months

SOX is right at a decision area and it's coiling up for a move somewhere did you see the piece how MU's
DRAM pricing was 1.70 in the summer, then it fell all the way to .70 early this fall but has now bounced back
to 2.00
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