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To: drsvelte who wrote (10124)10/1/1999 11:12:00 AM
From: SJS  Read Replies (1) | Respond to of 14427
 
Take that report with a grain of salt....amigo. I'd personally wait on this one.

However, TER was my call 2 weeks ago because I correlated the SEMI B2B report and the test equipment growth segment as very good.

Your timing was better than mine, but my vector was correct.

JP Morgan this morning says: Whoa! don't be concerned by yesterday's SOX stumble. SEMI's on track for 18 months.

SOX back up today.

Steve

PS: This is a cool webpage, although delayed.

cbs.marketwatch.com



To: drsvelte who wrote (10124)10/1/1999 11:28:00 AM
From: JZGalt  Respond to of 14427
 
It depends on who's numbers you believe and how fast that business is going to be replaced. $21-$23 was a great price a while back, $30?? Not very exciting.

----
Dave



To: drsvelte who wrote (10124)10/1/1999 11:49:00 AM
From: drsvelte  Read Replies (2) | Respond to of 14427
 
Kaufman starts VTSS, TXCC, AMCC with Strong Buys; PMCS, BRCM, CNXT with Buys.