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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: IQBAL LATIF who wrote (32158)7/5/2000 2:00:20 PM
From: Susan Saline  Read Replies (1) | Respond to of 50167
 
the bottom fishing in me ... took small initial position BMCS at 22 1/8



To: IQBAL LATIF who wrote (32158)7/6/2000 7:37:36 AM
From: Logain Ablar  Read Replies (2) | Respond to of 50167
 
Hi Ike:

An article of interest with some comments on the semi's.

thestreet.com

After yesterday I've spent considerable research trying to determine if we've reached a cycle peak in the semi's. IMO from a fundamental point (i.e. chip sales and equipment ordering), not yet. I believe AMAT has an analyst conference on July 10, and they were very positive in thier last earnings cc.

Best regards,

Tim


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