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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (116774)	11/16/2000 8:55:49 AM
From: 2MAR$	Respond to of 120523

Vitesse Semiconductor-VTSS (down 4 pts here @$66) cut buy to accumulate@MLCO Recommendations lots of talk on DRAM glut out their ...RMBS looking weak, yet here's Chase&Q Semis : Chase H&Q says it would continue to be aggressively building positions in the following chip names: ALTR, ATML, XLNX, IDTI, MCHP, SSTI, AMD, LSI, MU.

To: Jenna who wrote (116774)	11/16/2000 8:57:26 AM
From: Jenna	Read Replies (1) \| Respond to of 120523

SLR kept with BUY rating with Chase Hambrecht & Quist... Banks? short 'em. JPM looking for puts in the am.

To: Jenna who wrote (116774)	11/16/2000 9:07:00 AM
From: Jenna	Read Replies (2) \| Respond to of 120523

<font color=lavendar>A smorgasbord for daytradersNTAP started at STRONG buy by Banc of America, QLGC also started as BUY and BRCD as BUY, with EMC as STRONG BUY. Lets watch them topple or try to reverse the obvious and expected downtrend. We're doing great we have about 1 month left before earnings short falls start proliferating. In this span we have to have a bottom, an uptrend, and then profit taking. A lot to ask for a bear market in the tech sector when solid gains on good volume for more than 2 days is something very elusive.

To: Jenna who wrote (116774)	11/16/2000 10:23:18 AM
From: Lane Hall-Witt	Respond to of 120523

Jenna -- AMAT: I'm surprised this one is holding up so well today; I guess it really had all rosy expectations beaten out of it over the last several weeks. The quarter clearly was excellent, though a tad light on the top line. But its guidance was hardly encouraging: next quarter revenues flat; next quarter EPS flat to slightly down; and (worst of all) next quarter book-to-bill in the 1.1 range, down from more than 1.2 this quarter. If this ultimately gets interpreted as a first sign of weakness in the front-end semi equipment sector, look out!