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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (43538)	7/3/2000 1:05:10 PM
From: SmoothSail	Respond to of 63513

Guess SI is still screwed up. It's dropping off words in messages and the inbox isn't working - and it's really slow.

To: Jorj X Mckie who wrote (43538)	7/5/2000 9:40:29 AM
From: John Pitera	Read Replies (3) \| Respond to of 63513

what prompted the PUMA buy? hey, who dug up all this bad news this morning? ----------- 09:09 ET Pru on PCs : Prudential says consumer PC demand has been weaker than seasonally expected, and that Q2 revenue results for Compaq (CPQ) and Gateway (GTW) will be tight and would not rule out a revenue miss; believes CPQ is more vulnerable. 08:56 ET Silicon Storage (SSTI) 99: --Update-- Retreats 10 pts in pre-market trading after Salomon Smith Barney downgrades issue from BUY to NEUTRAL. 08:49 ET BMC Software (BMCS) 35 1/2: Company warns that Q1 earnings will be $0.18-0.21 vs consensus of $0.46; cites weak mainframe business at quarter-end; company's mainframe software is primarily for IBM's (IBM) OS/390 mainframes, and might be seen as indicating weakness in IBM mainframe sales. 08:45 ET Chip Group : Salomon Smith Barney comments concerning peak in semiconductor cycle is beginning to weigh down the semiconductor equipment group. Firm sees good results this qtr and next before softening occurs... In pre-market trading, AMAT off 2 pts, NVLS -1 1/8, KLAC -1/2.