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To: AllansAlias who wrote (35160)5/24/2000 11:17:00 AM
From: Franco Battista  Read Replies (1) | Respond to of 42523
 
Semi lies starting to come into the open. ATY warned this morning for the next quarter citing scarcity of parts while at the same time taking a $56 million writedown in excess inventory! LOL!! That news was worth a 50% haircut at the open! Wonder who is next..... Unfortunately if POS came out with similar news it would probably be considered bullish-ng-. No matter, INTC and POS can't stand in the tsunami's path forever, their turn cannot be far off.



To: AllansAlias who wrote (35160)5/24/2000 11:33:00 AM
From: flatsville  Read Replies (3) | Respond to of 42523
 
>>>So the vote is after the close. Everyone says it's a done deal.<<<

The behavior of QCOM today makes me wonder...and Hong Kong looked pretty sick last night as well--down about 2.5%

By the way, how is defense sector today?

(Frankly I find it hard to believe the vote will fail. But if we see a big drop near close...well...anything can happen.)