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To: Johnny Canuck who wrote (22639)8/9/1999 3:13:00 AM
From: Johnny Canuck  Respond to of 69611
 
cbs.marketwatch.com

Suggests: QCOM, PMCS,

cbs.marketwatch.com

Here are the groups and stocks that still are likely to act allright:

Semiconductor: Applied Materials (AMAT: news, msgs) Teradyne (TER:
news, msgs), Lam Research, Micron Technology (MU: news, msgs),
C-Cube Microsystems (CUBE: news, msgs), Xilinx Incorporated
(XLNX: news, msgs), KLA-Tencor (KLAC: news, msgs), PMC-Sierra
(PMCS: news, msgs).

Biotech: Amgen (AMGN: news, msgs), Millennium Pharmaceutical
(MLNM: news, msgs), Biogen (BGEN: news, msgs), Chiron Corporation
(CHIR: news, msgs), Genzyme General Division (GENZ: news, msgs),
IDEC Pharmaceuticals (IDPH: news, msgs)

Oil service/drilling: Halliburton (HAL: news, msgs), Ensco International
(ESV: news, msgs), Tidewater (TDW: news, msgs), Rowan Companies
(RDC: news, msgs), Noble Drilling (NE: news, msgs).

Paper: Champion Int'l (CHA: news, msgs), International Paper (IP: news,
msgs)

news.com

WIND:

Investment bank Dain Rauscher Wessels estimated in a
recent report that of the approximately $3 billion in embedded
software development last year, only a fraction--about $400
million--consists of tools made by commercial developers
such as Wind River.

Industry consultant Gartner Group predicts that 15 percent of
embedded systems designs for devices costing more than
$5,000 will include some form of NT Embedded by the end of
2002, increasing to 30 percent by 2005.

The market is expected to grow by up to 50 percent over the
next four years, according to estimates by the financial firm.



To: Johnny Canuck who wrote (22639)8/9/1999 8:46:00 AM
From: broken_cookie  Read Replies (1) | Respond to of 69611
 
Harry,
What's your take on where EPC becomes bullish?

TIA
Rich