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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Fred Levine who wrote (34698)4/4/2000 11:48:00 AM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Fred, RESEARCH ALERT-Banc of America sees chip prices rising
NEW YORK, April 4 (Reuters) - Banc of America Securities on Tuesday said it expects semiconductor chip pricing to rise in 2000, raising the chances that companies such Advanced Micro Devices Inc. (NYSE:AMD - news) and Intel Corp. (NasdaqNM:INTC - news) will post higher-than-expected earnings.

biz.yahoo.com

Gottfried



To: Fred Levine who wrote (34698)4/20/2000 4:51:00 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 70976
 
**Logged on from an internet cafe in Kathmandu**

Fred/All,

I am having a glorious time in Nepal. I've heard of the recent Naz/tech swoon, but we are indeed in a strong position. I just read lam posted net earnings of 20%+....apparently the market is ignoring this.

Hopefully the market will recover by the time I get back.....see you all soon.

Brian