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To: Pink Minion who wrote (79)5/3/2000 1:45:00 PM
From: geoffrey Wren  Respond to of 276
 
One analyst skittish today:

(NewsTraders) Josephthal Cuts 5 Chip Concerns To Hold, Including Intel

(NewsTraders.com)--Josephthal & Co. made what could be viewed as a sweeping bearish industry gesture as it downgraded shares of five semiconductor concerns
to "hold" today, including renowned chip giant Intel (INTC), which the brokerage demoted from its previous "buy" recommendation.

The brokerage handed out identical "hold" ratings to the following stocks, with previous ratings noted:
- Advanced Micro Devices (AMD) from "trading buy."
- Altera Corp. (ALTR) from "buy."
- Pericom Semiconductor (PSEM) from "buy."
- Teradyne (TER) from "buy."



To: Pink Minion who wrote (79)5/6/2000 12:48:00 AM
From: Pink Minion  Respond to of 276
 
Gee, where have I heard this before. I believe this is sign #2 or 3:

#reply-13591144

Bumps in the business cycle will even out as chips are put to more uses, says Applied Materials chief

When every analyst on CNBC says this - it's time.

JMHO,

MH