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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Ken W who wrote (21300)	10/11/2000 2:05:32 PM
From: Galirayo	Respond to of 29382

SEMIS .. lead .. It's my personal belief. It's the Electronics AGE >>>>>> Build a Board with out a Chip. Don't let em kid you. IBM says Fishkill NY .. Most advanced FAB for them ever. How many Billion was that? Ray

To: Ken W who wrote (21300)	10/11/2000 7:00:00 PM
From: Sergio H	Read Replies (1) \| Respond to of 29382

Ken, I agree with you and Ray that market leadership, at least for now, is dependent on the semiconductor sector. The plague currently besetting the semiconductors is consern over rate of growth. In other words, it is acknowledged that this sector will continue to grow, but at what rate. Motorola failed the day, and although AMD beat estimates after the bell today, there are questions regarding AMD's revenue growth. On the other hand, AMCC's and TXCC's reports after the bell look very good. WDC was dissapointing today. It looked like new support base was formed at 6. Large block activity also slowed down today, and was neutral. Buys +24 +$4.7 MM Sells-29 -$3.6 MM SEG's earnings after the bell may help sector tomorrow. Sergio