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To: Logain Ablar who wrote (1650)8/2/2000 6:45:18 PM
From: wlheatmoon  Read Replies (1) | Respond to of 2850
 
picked up a little BR and UCL today.

buy/write on MO, too.



To: Logain Ablar who wrote (1650)8/3/2000 8:54:57 AM
From: wlheatmoon  Read Replies (1) | Respond to of 2850
 
KEM probably affected by this news as well.

08:22 ET Motorola (MOT) 36 5/8: -- Update -- Lehman believes that lowered guidance appears to reflect broader component availability and less need for double-ordering. Also suggests that MOT is sacrificing market share gains in favor of margin improvement. Lehman notes that 80-85 mln handset guidance is in-line with firm's current view of 83 mln.

08:15 ET Motorola (MOT) 36 5/8: -- Update -- According to Lehman Brothers, company appears to have lowered handset guidance to suppliers. While firm believes this supplier guidance is in line with MOT’s targets of 25-30% sales growth, Lehman expects further pressure on the handset component group.
From briefing.com