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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: wlheatmoon who wrote (2073)	12/7/2000 5:12:41 PM
From: wlheatmoon	Read Replies (1) \| Respond to of 2850

if AH action is any indication, psychology has changed....intc been tip toeing through a mine field only to find out the mines are duds....

To: wlheatmoon who wrote (2073)	12/11/2000 9:12:06 AM
From: John Pitera	Respond to of 2850

You are right about the potential change in psychology. INTC, NSM and MOT all came out with bad news late last week and all did not go down in price, they rallied. MSDW's Mark Edelstone comes out with lowered Q 1 2001 numbers for the chip stocks: Morgan Stanley analyst Mark Edelstone lowering his C01 revenue growth outlook for group to a range of 15%-18% from 25%. Believes about half of the 31 companies in his chip universe will likely report revenue and/or earnings that fail to meet consensus expectations. Edelstone expects the following companies to meet expectations: ARMHY, ATML, BRCM, GSPN, IRF, LLTC, MXIM, NVDA, PMCS, QCOM, RMBS, SNDK, SMTC, STM, TXN.