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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 685.66

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Dec 5 4:00 PM EST

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To: Johnny Canuck who wrote (38416)	11/18/2002 3:04:04 PM
From: Johnny Canuck	Read Replies (1) of 68652

14:25 ET Solly comments on semi outlook Sources tell us that Salomon Smith Barney gave the following comments on semis during their Asia tech call: 1) firm expects 16% sequential unit growth for Q4 motherboards, lower than the normal seasonality of +20%; 2) sees no cyclical pickup on PC upgrades; 3) expects DDR prices to fall as MU, IFX, Samsung, Hynix, and Taiwanese co's increase supply; 4) doesn't think SDRAM prices will rise; and 5) thinks Q4 will be the order bottom at down 15%. [Harry: This is more in line with what has been said with AMD and INTC. Given that PC sales will be weaker than usual and the business upgrade path is not emerging, i am surprised at the interest in networking stocks the last few weeks. Note the CSCO is also saying it is still a difficult environment.]

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