SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?


To: Zeev Hed who wrote (6353)10/16/2000 3:59:19 PM
From: Bosco  Respond to of 30051
 
Hi Zeev - out of AMD also :). Bot more ATML instead.

best, Bosco



To: Zeev Hed who wrote (6353)10/16/2000 4:02:45 PM
From: j. w. kampfe  Respond to of 30051
 
from briefing.com:

Hourly In Play®

Updated: 16-Oct-00 16:00 ET

Trading Points
15:44 ET Novellus Systems (NVLS) 36 -4 1/2: -- Update -- Briefing.com called the CFO's office at Novellus, where a spokeswoman told us that the press release circulating is a "fake." We would note, however, that the press release did not appear in a chat room -- it was on the Novellus website. We would further note that the release revealed EPS of $0.62, better than the $0.61 estimate. Revenues, however, were light at $326 mln relative to estimates of $360-365 mln. We would emphasize that we do not know if the press release is fake or real, but if it's a fake, that means that either someone hacked into the Novellus website or that Novellus inadvertently posted an incorrect release. If it was a hacker, that hacker also had the subtlety to have the company beat earnings but miss revenues. Those are the facts; you be the judge.


jamie



To: Zeev Hed who wrote (6353)10/17/2000 9:17:45 AM
From: Bosco  Read Replies (1) | Respond to of 30051
 
Hi Zeev & all - there is a PR from ATML patent refringement suit

Message 14595760

it appears SSTI is one of the co-defendents. Don't know if the news is old or not, but heads up

I don't have SSTI but very long on AMTL

best, Bosco



To: Zeev Hed who wrote (6353)10/17/2000 11:37:14 AM
From: U.B. Green  Read Replies (1) | Respond to of 30051
 
Zeev, I got back last night. As I knew you would, you did an outstanding job while I was gone.<g> Looking at the market today, I should have stayed away. UGH! Where do we go from here? It seems like the market isn't waiting for next Feb., for unfavorable YxY or QxQ comparisions.

Regards,
Bernie