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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Road Walker who wrote (12536)	7/5/2000 2:15:37 PM
From: Greg h2o	Read Replies (1) \| Respond to of 60323

<<Is the SSB report available on line?>> not to my knowledge... but i've posted some of it, and here's the summary (which is widely available), as well: Semiconductor Sector: Trend Reversal in Commodity Components SUMMARY Given what we believe are slowly reversing industry fundamentals, we are downgrading the semiconductor sector from Outperform to Neutral. Though a slowdown in the group may take 6-9 months, we see “first mover” evidence of a trend reversal in decelerating industry unit shipments coupled with price declines and contracting lead times in commodity memories and passives—segments that were most severely impacted in the shortage. As a backdrop, the sector is likely to see peak capital spending growth rates this year, which has closely correlated with cyclical shipment peaks in the past. We are also reducing our ratings on four stocks, taking Texas Instruments from 1M to 2M, Advanced Micro Devices from 1S to 2S, National Semi from 1H to 2H and Silicon Storage from 1S to 3S.