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To: Barry Grossman who wrote (109356)9/5/2000 11:01:11 PM
From: philipah  Respond to of 186894
 
Bear Stearns Bucks Ashok

IBM & boxmakers don't match Kumar's prognosis

biz.yahoo.com

P



To: Barry Grossman who wrote (109356)9/6/2000 8:14:10 AM
From: Road Walker  Read Replies (2) | Respond to of 186894
 
Barry,

DLJ is downgrading MU from "buy" to "underperform" (2 levels) on weak DRAM demand. Looks like another challenging day for the semi's.

John