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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Lee Lichterman III who wrote (50002)	1/17/2001 4:29:02 PM
From: Mark Adams	Read Replies (1) \| Respond to of 94695

Great post. I'm on the edge of capitulation to the bulls and need more food for thought to shore up the bearish point of view. re the grub, I hadn't noticed until you pointed it out. I was going to post earlier, that SOX/Tech seemed strong on the belief that the expansion INTC's capital spending plans bode well for Semi-Equips. Then, I asked myself, how much of the Semi-Equips sales INTC represents, and sold the last two smidges I had in the sector. Overall, from my rather limited view of the market, it appeared we had a good solid start and weakened as the afternoon wore on. As opposed to the recent patern of starting weak and ending strong

To: Lee Lichterman III who wrote (50002)	1/17/2001 8:25:57 PM
From: Mark Adams	Respond to of 94695

More gist for the mill: Analog Devices sees Q1 earnings below expectations (UPDATE: adds CEO comments, details throughout) NORWOOD, Mass., Jan 17 (Reuters) - Analog Devices Inc. (NYSE:ADI - news) on Wednesday said it sees first-quarter revenues below fourth-quarter results and Wall Street expectations, due to a slowdown in new order activity and other factors, and that it also sees second quarter results falling below expectations. The semiconductor maker now believes that revenues for the first quarter of fiscal 2001 will total about $775 million, up about 58 percent from the same period last year and down 4 percent from the fourth quarter of fiscal 2000. ``Our revised first-quarter revenue target is based on a significant slow down in new order activity compared to the accelerated pace of last year, coupled with recent increased order cancellations and backlog adjustments,'' President and Chief Executive Jerry Fishman said in a statement.