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To: Thean who wrote (10333)10/20/1999 9:01:00 AM
From: SJS  Read Replies (1) | Respond to of 14427
 
Thean,

Update: BMY downgraded by Merrill this morning based on valuation.

TQNT up 4.5 in premarket. TXCC up 1/2, MSFT up over 5, CNXT up almost 3.

I can't tell about TER of PFE.

For those in AMKR, just got a "pound the table" from DBAB (Deutsche Bank Alex Brown) with other semi and semi equipment stocks. Analyst said semi selloff is way too much and is completely unwarranted based on the fundamentals of the industry and the quality of the earnings demonstrated so far.

Steve