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To: dennis michael patterson who wrote (36547)11/28/2000 12:59:15 PM
From: drsvelte  Read Replies (1) | Respond to of 42787
 
12:43 ET PMC-Sierra (PMCS) 93 13/16 -8 7/8: -- Update -- Niles speaking ahead of the 13 ET PMCS presentation at CSFB's conference (see Events Cal for schedule); says that Q4 is seasonally weak and that company might talk about inventory corrections at customers, also notes that none of the comm IC companies except ALTR have yet lowered guidance, and that this is therefore an opportunity to lighten up on the group.



To: dennis michael patterson who wrote (36547)11/28/2000 1:11:53 PM
From: faro  Read Replies (1) | Respond to of 42787
 
Dennis, <<<It will never happen>>>

It still puzzled me.
I understand that the semi are an important part of the NAZ, yet I see divergence between NAZ and the three indexes I follow (SOX, BTK and GSO.X which are all down 5%) --
Even if the divergence is intraday.

Where is the NAZ taking its fuel from? Since it's sailing above the tide!

Just trying to learn more about this market!